TWA
TCI Wealth Advisors’s Raymond James Financial RJF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-174
| Closed | -$16.2K | – | 1794 |
|
2023
Q1 | $16.2K | Buy |
174
+1
| +0.6% | +$93 | ﹤0.01% | 814 |
|
2022
Q4 | $18.5K | Buy |
173
+1
| +0.6% | +$107 | ﹤0.01% | 734 |
|
2022
Q3 | $17K | Buy |
172
+7
| +4% | +$692 | ﹤0.01% | 735 |
|
2022
Q2 | $15K | Buy |
165
+54
| +49% | +$4.91K | ﹤0.01% | 772 |
|
2022
Q1 | $12K | Hold |
111
| – | – | ﹤0.01% | 995 |
|
2021
Q4 | $11K | Hold |
111
| – | – | ﹤0.01% | 1113 |
|
2021
Q3 | $10K | Buy |
111
+62
| +127% | +$5.59K | ﹤0.01% | 1104 |
|
2021
Q2 | $6K | Hold |
49
| – | – | ﹤0.01% | 1335 |
|
2021
Q1 | $6K | Buy |
49
+32
| +188% | +$3.92K | ﹤0.01% | 1153 |
|
2020
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 1237 |
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1397 |
|
2020
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1323 |
|
2020
Q1 | $1K | Sell |
17
-15
| -47% | -$882 | ﹤0.01% | 1314 |
|
2019
Q4 | $3K | Buy |
32
+15
| +88% | +$1.41K | ﹤0.01% | 1044 |
|
2019
Q3 | $1K | Sell |
17
-10
| -37% | -$588 | ﹤0.01% | 1365 |
|
2019
Q2 | $2K | Buy |
27
+7
| +35% | +$519 | ﹤0.01% | 1046 |
|
2019
Q1 | $2K | Sell |
20
-1
| -5% | -$100 | ﹤0.01% | 1062 |
|
2018
Q4 | $2K | Sell |
21
-12
| -36% | -$1.14K | ﹤0.01% | 1035 |
|
2018
Q3 | $3K | Sell |
33
-16
| -33% | -$1.46K | ﹤0.01% | 935 |
|
2018
Q2 | $4K | Buy |
49
+32
| +188% | +$2.61K | ﹤0.01% | 872 |
|
2018
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 999 |
|
2017
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 1048 |
|
2017
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1187 |
|
2017
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1201 |
|
2017
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1156 |
|
2016
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1221 |
|
2016
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1199 |
|
2016
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1135 |
|
2016
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1143 |
|
2015
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 961 |
|
2015
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 912 |
|
2015
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 902 |
|
2015
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 824 |
|
2014
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 825 |
|
2014
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 826 |
|
2014
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 841 |
|
2014
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 813 |
|
2013
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 796 |
|
2013
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 718 |
|