TWM
TriaGen Wealth Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,632
| Closed | -$1.81M | – | 183 |
|
|
2024
Q2 | $1.81M | Sell |
14,632
-32
| -0.2% | -$3.96K | 0.7% | 45 |
|
|
2024
Q1 | $1.88M | Sell |
14,664
-14,688
| -50% | -$1.89M | 0.78% | 41 |
|
|
2023
Q4 | $3.27M | Buy |
+29,352
| New | +$3.27M | 1.56% | 11 |
|