SHEETS SMITH WEALTH MANAGEMENT – Royal Bank of Canada Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$859,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
-7.00%
quarter
Royal Bank of Canada 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.23% | -218 shares | -86K | $90.04 | 9.54K |
| Q2 2022 | share | Decrease | -18.49% | -2.21K shares | -375K | $96.82 | 9.75K |
| Q1 2022 | share | Decrease | -1.63% | -199 shares | 28K | $110.27 | 11.97K |
| Q4 2021 | share | Decrease | -1.03% | -127 shares | 68K | $105.49 | 12.17K |
| Q3 2021 | share | Decrease | -2.33% | -293 shares | -52K | $98.67 | 12.29K |
| Q2 2021 | share | 0.00% | 0 shares | 115K | $99.63 | 12.59K | |
| Q1 2021 | share | Decrease | -0.73% | -92 shares | 120K | $89.85 | 12.59K |
| Q4 2020 | share | Decrease | -3.52% | -463 shares | 119K | $79.16 | 12.68K |
| Q3 2020 | share | Increase | +1.19% | 155 shares | 41K | $66.91 | 13.14K |
| Q2 2020 | share | Increase | +10.39% | 1.22K shares | 157K | $63.94 | 12.99K |
| Q1 2020 | share | Decrease | -7.47% | -950 shares | -283K | $57.3 | 11.76K |
| Q4 2019 | share | Increase | +0.94% | 118 shares | -16K | $73.01 | 12.71K |
| Q3 2019 | share | Increase | +0.07% | 9 shares | 23K | $74.08 | 12.60K |
| Q2 2019 | share | Decrease | -0.45% | -57 shares | 44K | $71.78 | 12.59K |
| Q1 2019 | share | Decrease | -2.86% | -372 shares | 64K | $67.64 | 12.64K |
| Q4 2018 | share | Increase | +0.06% | 8 shares | -152K | $60.74 | 13.02K |
| Q3 2018 | share | Increase | +0.05% | 7 shares | 65K | $70.36 | 13.01K |
| Q2 2018 | share | Increase | +0.06% | 8 shares | -26K | $65.47 | 13.00K |
| Q1 2018 | share | Decrease | -1.01% | -133 shares | -67K | $66.55 | 12.99K |
| Q4 2017 | share | Decrease | -0.73% | -97 shares | 49K | $69.71 | 13.13K |
| Q3 2017 | share | Increase | +0.06% | 8 shares | 64K | $65.43 | 13.22K |
| Q2 2017 | share | Decrease | -0.52% | -69 shares | -10K | $60.83 | 13.22K |
| Q1 2017 | share | Increase | +0.06% | 8 shares | 70K | $60.59 | 13.28K |
| Q4 2016 | share | Decrease | -0.97% | -130 shares | 68K | $55.78 | 13.28K |
| Q3 2016 | share | Decrease | -0.98% | -133 shares | 31K | $50.53 | 13.41K |
| Q2 2016 | share | Decrease | -2.10% | -291 shares | 4K | $47.7 | 13.54K |
| Q1 2016 | share | Decrease | -7.25% | -1.08K shares | -3K | $45.99 | 13.83K |