TSWM
Triangle Securities Wealth Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,820
| Closed | -$200K | – | 174 |
|
|
2022
Q1 | $200K | Sell |
1,820
-297
| -14% | -$32.6K | 0.07% | 172 |
|
|
2021
Q4 | $213K | Buy |
+2,117
| New | +$213K | 0.07% | 177 |
|
|
2018
Q2 | – | Sell |
-2,368
| Closed | -$212K | – | 143 |
|
|
2018
Q1 | $212K | Sell |
2,368
-196
| -8% | -$17.5K | 0.12% | 132 |
|
|
2017
Q4 | $229K | Hold |
2,564
| – | – | 0.13% | 130 |
|
|
2017
Q3 | $216K | Hold |
2,564
| – | – | 0.13% | 133 |
|
|
2017
Q2 | $206K | Buy |
+2,564
| New | +$206K | 0.14% | 127 |
|
|
2013
Q3 | – | Sell |
-2,771
| Closed | -$119K | – | 323 |
|
|
2013
Q2 | $119K | Buy |
+2,771
| New | +$119K | 0.09% | 162 |
|