CWS
Confluence Wealth Services’s Keysight KEYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,464
| Closed | -$245K | – | 266 |
|
|
2023
Q2 | $245K | Buy |
1,464
+4
| +0.3% | +$670 | 0.05% | 236 |
|
|
2023
Q1 | $236K | Buy |
1,460
+13
| +0.9% | +$2.1K | 0.06% | 231 |
|
|
2022
Q4 | $248K | Sell |
1,447
-24
| -2% | -$4.11K | 0.06% | 204 |
|
|
2022
Q3 | $231K | Buy |
1,471
+31
| +2% | +$4.87K | 0.1% | 200 |
|
|
2022
Q2 | $240K | Buy |
1,440
+151
| +12% | +$25.2K | 0.11% | 234 |
|
|
2022
Q1 | $203K | Buy |
1,289
+45
| +4% | +$7.09K | 0.07% | 240 |
|
|
2021
Q4 | $256K | Buy |
+1,244
| New | +$256K | 0.08% | 200 |
|