Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,233
| Closed | -$107K | – | 449 |
|
|
2021
Q2 | $107K | Buy |
+1,233
| New | +$107K | 0.04% | 192 |
|
|
2019
Q2 | – | Sell |
-1,098
| Closed | -$59K | – | 366 |
|
|
2019
Q1 | $59K | Hold |
1,098
| – | – | 0.04% | 195 |
|
|
2018
Q4 | $54K | Hold |
1,098
| – | – | 0.04% | 196 |
|
|
2018
Q3 | $68K | Hold |
1,098
| – | – | 0.04% | 186 |
|
|
2018
Q2 | $66K | Hold |
1,098
| – | – | 0.04% | 192 |
|
|
2018
Q1 | $64K | Buy |
1,098
+232
| +27% | +$13.5K | 0.05% | 184 |
|
|
2017
Q4 | $51K | Buy |
+866
| New | +$51K | 0.04% | 218 |
|