IWA
IVC Wealth Advisors’s Knife River KNF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $230K | Sell |
2,816
-100
| -3% | -$8.16K | 0.11% | 157 |
|
2025
Q1 | $263K | Hold |
2,916
| – | – | 0.14% | 133 |
|
2024
Q4 | $296K | Sell |
2,916
-62
| -2% | -$6.3K | 0.17% | 124 |
|
2024
Q3 | $266K | Sell |
2,978
-2,000
| -40% | -$179K | 0.15% | 129 |
|
2024
Q2 | $349K | Buy |
4,978
+150
| +3% | +$10.5K | 0.2% | 108 |
|
2024
Q1 | $391K | Sell |
4,828
-62
| -1% | -$5.03K | 0.23% | 100 |
|
2023
Q4 | $324K | Buy |
4,890
+149
| +3% | +$9.86K | 0.2% | 106 |
|
2023
Q3 | $232K | Buy |
+4,741
| New | +$232K | 0.15% | 127 |
|