RJFSA
Raymond James Financial Services Advisors’s Finance of America Companies FOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-110,473
| Closed | -$140K | – | 3286 |
|
|
2022
Q4 | $140K | Sell |
110,473
-24,800
| -18% | -$31.5K | ﹤0.01% | 2947 |
|
|
2022
Q3 | $200K | Sell |
135,273
-30,084
| -18% | -$44.5K | ﹤0.01% | 2846 |
|
|
2022
Q2 | $260K | Buy |
165,357
+2,837
| +2% | +$4.46K | ﹤0.01% | 2685 |
|
|
2022
Q1 | $494K | Buy |
+162,520
| New | +$494K | ﹤0.01% | 2378 |
|
|
2021
Q4 | – | Sell |
-12,536
| Closed | -$62K | – | 3275 |
|
|
2021
Q3 | $62K | Buy |
12,536
+1,936
| +18% | +$9.58K | ﹤0.01% | 3154 |
|
|
2021
Q2 | $81K | Buy |
+10,600
| New | +$81K | ﹤0.01% | 3148 |
|