Kiwi Wealth Investments Limited Partnership’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
Q4 | – | Sell |
-42,998
| Closed | -$3.84M | – | 254 |
|
|
2022
Q3 | $3.84M | Hold |
42,998
| – | – | 0.27% | 103 |
|
|
2022
Q2 | $3.84M | Sell |
42,998
-641
| -1% | -$57.3K | 0.27% | 103 |
|
|
2022
Q1 | $4.8M | Sell |
43,639
-3,609
| -8% | -$397K | 0.26% | 115 |
|
|
2021
Q4 | $4.74M | Buy |
47,248
+18,859
| +66% | +$1.89M | 0.22% | 121 |
|
|
2021
Q3 | $2.62M | Buy |
+28,389
| New | +$2.62M | 0.13% | 168 |
|