PWA
Phoenix Wealth Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,132
| Closed | -$1.62M | – | 125 |
|
|
2024
Q2 | $1.62M | Buy |
+13,132
| New | +$1.62M | 0.81% | 35 |
|
|
2021
Q4 | – | Sell |
-750
| Closed | -$69K | – | 306 |
|
|
2021
Q3 | $69K | Buy |
750
+250
| +50% | +$23K | 0.05% | 172 |
|
|
2021
Q2 | $65K | Hold |
500
| – | – | 0.05% | 172 |
|
|
2021
Q1 | $63K | Hold |
500
| – | – | 0.05% | 170 |
|
|
2020
Q4 | $48K | Buy |
+500
| New | +$48K | 0.04% | 189 |
|