Modera Wealth Management’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
Q1
Sell
-4,552
Closed -$457K 539
2021
Q4
$457K Buy
+4,552
New +$457K 0.02% 300
2021
Q2
Sell
-2,667
Closed -$218K 247
2021
Q1
$218K Buy
+2,667
New +$218K 0.01% 210