Bernardo Wealth Planning’s Keel Infrastructure Corp KEEL Stock Holding History

Bernardo Wealth Planning’s Portfolio KEEL Stock Details KEEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,801	Closed	-$32.9K	–	115
2024 Q2	$32.9K	Hold	12,801	–	–	0.01%	103
2024 Q1	$28.5K	Hold	12,801	–	–	0.01%	105
2023 Q4	$37.3K	Hold	12,801	–	–	0.01%	89
2023 Q3	$13.7K	Hold	12,801	–	–	0.01%	85
2023 Q2	$18.8K	Hold	12,801	–	–	0.01%	92
2023 Q1	$12.4K	Hold	12,801	–	–	0.01%	91
2022 Q4	$5.63K	Hold	12,801	–	–	﹤0.01%	90
2022 Q3	$12K	Hold	12,801	–	–	0.01%	83
2022 Q2	$14K	Hold	12,801	–	–	0.01%	85
2022 Q1	$48K	Hold	12,801	–	–	0.02%	90
2021 Q4	$64K	Hold	12,801	–	–	0.03%	86
2021 Q3	$54K	Buy	+12,801	New	+$62.8K	0.03%	77

Other funds holding KEEL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Bernardo Wealth Planning's KEEL Position: Q3 2024 in Review

Bernardo Wealth Planning sold out of Keel Infrastructure Corp (KEEL) in Q3 2024, closing a stake of 12,801 shares — an estimated $32.9K sold.

Bernardo Wealth Planning first reported a position in KEEL in Q3 2021 and held it in 12 quarters. The position peaked at $64K in Q4 2021. 145 funds tracked by Wall St. Rank hold KEEL as of Q3 2024.

Bernardo Wealth Planning reported no remaining Keel Infrastructure Corp position as of Q3 2024 after selling out during the quarter.
Bernardo Wealth Planning sold 12,801 Keel Infrastructure Corp shares in Q3 2024, an estimated $32.9K.
Bernardo Wealth Planning first reported a position in Keel Infrastructure Corp in Q3 2021 and held it in 12 quarters.
Bernardo Wealth Planning's Keel Infrastructure Corp position peaked at $64K in Q4 2021.
145 funds tracked by Wall St. Rank held Keel Infrastructure Corp as of Q3 2024.

Based on Bernardo Wealth Planning's 13F filing for Q3 2024, filed 18 Oct 2024.