IKOS CIF’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,716
| Closed | -$320K | – | 200 |
|
|
2016
Q1 | $320K | Buy |
+10,716
| New | +$320K | 0.78% | 57 |
|
|
2015
Q4 | – | Sell |
-3,386
| Closed | -$128K | – | 235 |
|
|
2015
Q3 | $128K | Buy |
3,386
+2,552
| +306% | +$96.5K | 0.37% | 130 |
|
|
2015
Q2 | $33K | Buy |
+834
| New | +$33K | 0.11% | 190 |
|
|
2014
Q1 | – | Sell |
-2,063
| Closed | -$61K | – | 287 |
|
|
2013
Q4 | $61K | Buy |
+2,063
| New | +$61K | 0.16% | 152 |
|