Raymond James Trust’s Moelis & Co MC Stock Holding History

Raymond James Trust’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$250K	Sell
2024 Q2	$236K	Sell
2024 Q1	$241K	Sell
2023 Q4	$242K	Sell
2023 Q3	$204K	Sell
2023 Q2	$243K	Buy
2021 Q4	–	Sell
2021 Q3	$230K	Sell
2021 Q2	$216K	Buy