CAPITAL WEALTH PLANNING, LLC – Raymond James Financial, Inc. Transaction History
CAPITAL WEALTH PLANNING, LLC portfolio value:
$12.71M
portfolio value
CAPITAL WEALTH PLANNING, LLC quarter portfolio value change:
+10.52%
quarter
Raymond James Financial, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.89% | -22.5K shares | -801K | $98.82 | 128.62K |
| Q2 2022 | share | Increase | +7.30% | 10.27K shares | -1.96M | $89.41 | 151.12K |
| Q1 2022 | share | Increase | +5.69% | 7.58K shares | 2.10M | $109.91 | 140.84K |
| Q4 2021 | share | Increase | +241.69% | 94.26K shares | 9.78M | $101.02 | 133.26K |
| Q3 2021 | share | Decrease | -16.13% | -7.5K shares | -428K | $92.28 | 39K |
| Q2 2021 | share | Increase | 0.00% | 46.5K shares | 4.02M | $86.36 | 46.5K |