Concord Wealth Partners’s Keysight KEYS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,158
| Closed | -$184K | – | 883 |
|
2023
Q4 | $184K | Buy |
1,158
+550
| +90% | +$87.5K | 0.04% | 204 |
|
2023
Q3 | $80.4K | Buy |
+608
| New | +$80.4K | 0.02% | 312 |
|
2022
Q2 | – | Sell |
-12
| Closed | -$2K | – | 1310 |
|
2022
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 1104 |
|
2021
Q2 | – | Sell |
-3
| Closed | – | – | 1079 |
|
2021
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1037 |
|