DWM
Dakota Wealth Management’s World Kinect Corp WKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,732
| Closed | -$241K | – | 704 |
|
|
2023
Q3 | $241K | Sell |
10,732
-1,942
| -15% | -$43.6K | 0.01% | 538 |
|
|
2023
Q2 | $262K | Buy |
12,674
+2,284
| +22% | +$47.2K | 0.01% | 511 |
|
|
2023
Q1 | $265K | Buy |
10,390
+1,873
| +22% | +$47.9K | 0.02% | 492 |
|
|
2022
Q4 | $233K | Buy |
+8,517
| New | +$233K | 0.02% | 509 |
|