Bourgeon Capital Management’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-150
Closed -$4.17K 243
2023
Q4
$4.17K Hold
150
﹤0.01% 279
2023
Q3
$5.18K Buy
+150
New +$5.18K ﹤0.01% 257