IWA
IBEX Wealth Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-32,348
| Closed | -$2.99M | – | 97 |
|
|
2018
Q3 | $2.99M | Sell |
32,348
-15,058
| -32% | -$1.39M | 1.07% | 40 |
|
|
2018
Q2 | $4.09M | Hold |
47,406
| – | – | 1.64% | 18 |
|
|
2018
Q1 | $4.09M | Sell |
47,406
-215
| -0.5% | -$18.6K | 1.66% | 18 |
|
|
2017
Q4 | $4.37M | Buy |
47,621
+436
| +0.9% | +$40K | 1.93% | 20 |
|
|
2017
Q3 | $4.06M | Buy |
47,185
+600
| +1% | +$51.6K | 1.5% | 18 |
|
|
2017
Q2 | $3.84M | Buy |
46,585
+3,423
| +8% | +$282K | 1.51% | 19 |
|
|
2017
Q1 | $3.22M | Buy |
+43,162
| New | +$3.22M | 1.98% | 16 |
|