GW Henssler & Associates’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,048
| Closed | -$445K | – | 259 |
|
|
2022
Q1 | $445K | Hold |
4,048
| – | – | 0.03% | 131 |
|
|
2021
Q4 | $406K | Buy |
+4,048
| New | +$406K | 0.03% | 159 |
|
|
2021
Q3 | – | Sell |
-4,080
| Closed | -$353K | – | 193 |
|
|
2021
Q2 | $353K | Sell |
4,080
-1,703
| -29% | -$147K | 0.02% | 181 |
|
|
2021
Q1 | $472K | Hold |
5,783
| – | – | 0.03% | 131 |
|
|
2020
Q4 | $369K | Buy |
5,783
+56
| +1% | +$3.57K | 0.03% | 146 |
|
|
2020
Q3 | $278K | Buy |
5,727
+22
| +0.4% | +$1.07K | 0.02% | 156 |
|
|
2020
Q2 | $262K | Sell |
5,705
-2,254
| -28% | -$104K | 0.02% | 146 |
|
|
2020
Q1 | $335K | Sell |
7,959
-303
| -4% | -$12.8K | 0.03% | 133 |
|
|
2019
Q4 | $493K | Buy |
8,262
+1,512
| +22% | +$90.2K | 0.04% | 133 |
|
|
2019
Q3 | $371K | Sell |
6,750
-1,050
| -13% | -$57.7K | 0.03% | 135 |
|
|
2019
Q2 | $440K | Buy |
+7,800
| New | +$440K | 0.04% | 129 |
|