Clearstead Advisors’s KVH Industries KVHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$263 | – | 1595 |
|
|
2023
Q4 | $263 | Sell |
50
-50
| -50% | -$263 | ﹤0.01% | 1480 |
|
|
2023
Q3 | $510 | Buy |
100
+50
| +100% | +$255 | ﹤0.01% | 1481 |
|
|
2023
Q2 | $457 | Hold |
50
| – | – | ﹤0.01% | 1308 |
|
|
2023
Q1 | $569 | Hold |
50
| – | – | ﹤0.01% | 1289 |
|
|
2022
Q4 | $511 | Hold |
50
| – | – | ﹤0.01% | 1228 |
|
|
2022
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 1308 |
|
|
2022
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 1367 |
|
|
2022
Q1 | $0 | Hold |
50
| – | – | ﹤0.01% | 1421 |
|
|
2021
Q4 | $0 | Hold |
50
| – | – | ﹤0.01% | 1355 |
|
|
2021
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 1337 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1160 |
|
|
2021
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1033 |
|