GW & Wade’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
Q3 | – | Sell |
-6,882
| Closed | -$316K | – | 250 |
|
|
2020
Q2 | $316K | Buy |
6,882
+34
| +0.5% | +$1.56K | 0.03% | 184 |
|
|
2020
Q1 | $289K | Sell |
6,848
-297
| -4% | -$12.5K | 0.03% | 174 |
|
|
2019
Q4 | $426K | Sell |
7,145
-279
| -4% | -$16.6K | 0.03% | 165 |
|
|
2019
Q3 | $408K | Sell |
7,424
-78
| -1% | -$4.29K | 0.03% | 160 |
|
|
2019
Q2 | $423K | Buy |
7,502
+17
| +0.2% | +$959 | 0.04% | 158 |
|
|
2019
Q1 | $401K | Buy |
+7,485
| New | +$401K | 0.04% | 161 |
|