Raymond James Financial Services Advisors’s Madison Strategic Sector MSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,723
| Closed | -$129K | – | 2611 |
|
|
2017
Q2 | $129K | Buy |
10,723
+39
| +0.4% | +$469 | ﹤0.01% | 2309 |
|
|
2017
Q1 | $130K | Buy |
10,684
+37
| +0.3% | +$450 | ﹤0.01% | 2224 |
|
|
2016
Q4 | $127K | Buy |
10,647
+37
| +0.3% | +$441 | ﹤0.01% | 2152 |
|
|
2016
Q3 | $125K | Buy |
10,610
+37
| +0.3% | +$436 | ﹤0.01% | 2114 |
|
|
2016
Q2 | $122K | Sell |
10,573
-662
| -6% | -$7.64K | ﹤0.01% | 2075 |
|
|
2016
Q1 | $127K | Buy |
+11,235
| New | +$127K | ﹤0.01% | 1864 |
|