Raymond James Financial Services Advisors’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $366K | Buy |
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|
2024
Q2 | $342K | Buy |
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|
2024
Q1 | $336K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $339K | Buy |
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|
2021
Q3 | $358K | Sell |
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|
2021
Q2 | $859K | Sell |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $2.2M | Buy |
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|
2020
Q3 | $543K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $406K | Buy |
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|
2019
Q3 | $315K | Buy |
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|
2019
Q2 | $301K | Buy |
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|
2019
Q1 | $290K | Buy |
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