JWM
Jacobus Wealth Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.01M | Hold |
12,000
| – | – | 0.26% | 69 |
|
|
2017
Q2 | $963K | Hold |
12,000
| – | – | 0.26% | 74 |
|
|
2017
Q1 | $915K | Hold |
12,000
| – | – | 0.26% | 72 |
|
|
2016
Q4 | $831K | Hold |
12,000
| – | – | 0.24% | 74 |
|
|
2016
Q3 | $699K | Hold |
12,000
| – | – | 0.2% | 80 |
|
|
2016
Q2 | $592K | Hold |
12,000
| – | – | 0.18% | 87 |
|
|
2016
Q1 | $571K | Hold |
12,000
| – | – | 0.17% | 106 |
|
|
2015
Q4 | $696K | Hold |
12,000
| – | – | 0.2% | 95 |
|
|
2015
Q3 | $596K | Hold |
12,000
| – | – | 0.17% | 100 |
|
|
2015
Q2 | $715K | Hold |
12,000
| – | – | 0.18% | 97 |
|
|
2015
Q1 | $681K | Hold |
12,000
| – | – | 0.18% | 98 |
|
|
2014
Q4 | $687K | Hold |
12,000
| – | – | 0.18% | 96 |
|
|
2014
Q3 | $643K | Hold |
12,000
| – | – | 0.18% | 109 |
|
|
2014
Q2 | $609K | Hold |
12,000
| – | – | 0.16% | 121 |
|
|
2014
Q1 | $671K | Hold |
12,000
| – | – | 0.16% | 108 |
|
|
2013
Q4 | $626K | Hold |
12,000
| – | – | 0.18% | 103 |
|
|
2013
Q3 | $500K | Hold |
12,000
| – | – | 0.17% | 100 |
|
|
2013
Q2 | $516K | Buy |
+12,000
| New | +$516K | 0.19% | 96 |
|