Envestnet Asset Management’s Kelly Services Class A KELYA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-64
| Closed | -$1K | – | 1960 |
|
|
2018
Q2 | $1K | Hold |
64
| – | – | ﹤0.01% | 2808 |
|
|
2018
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 2708 |
|
|
2017
Q4 | $2K | Hold |
64
| – | – | ﹤0.01% | 2846 |
|
|
2017
Q3 | $2K | Hold |
64
| – | – | ﹤0.01% | 2807 |
|
|
2017
Q2 | $1K | Hold |
64
| – | – | ﹤0.01% | 2994 |
|
|
2017
Q1 | $1K | Hold |
64
| – | – | ﹤0.01% | 3056 |
|
|
2016
Q4 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 3037 |
|
|
2016
Q1 | – | Sell |
-7,815
| Closed | -$126K | – | 3126 |
|
|
2015
Q4 | $126K | Buy |
7,815
+20
| +0.3% | +$322 | ﹤0.01% | 2271 |
|
|
2015
Q3 | $110K | Sell |
7,795
-2,902
| -27% | -$41K | ﹤0.01% | 2297 |
|
|
2015
Q2 | $164K | Sell |
10,697
-311
| -3% | -$4.77K | ﹤0.01% | 2156 |
|
|
2015
Q1 | $192K | Buy |
+11,008
| New | +$192K | ﹤0.01% | 1967 |
|