Circle Wealth Management’s Raymond James Financial RJF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,660	Closed	-$218K	–	211
2019 Q4	$218K	Hold	3,660	–	–	0.04%	169
2019 Q3	$201K	Buy	+3,660	New	+$201K	0.04%	161