Raymond James Financial Services Advisors’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $3.21M | Buy |
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|
2023
Q4 | $2.82M | Buy |
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|
2023
Q3 | $2.06M | Buy |
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|
2023
Q2 | $2.29M | Buy |
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|
2023
Q1 | $1.92M | Buy |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $988K | Buy |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $219K | Buy |
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