KWA
KCS Wealth Advisory’s Mercado Libre MELI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.76M | Sell |
2,173
-88
| -4% | -$112K | 1.17% | 26 |
|
|
2023
Q2 | $2.68M | Sell |
2,261
-87
| -4% | -$103K | 0.93% | 33 |
|
|
2023
Q1 | $3.09M | Sell |
2,348
-59
| -2% | -$77.8K | 1.17% | 22 |
|
|
2022
Q4 | $2.04M | Buy |
2,407
+40
| +2% | +$33.9K | 0.85% | 40 |
|
|
2022
Q3 | $1.96M | Buy |
2,367
+17
| +0.7% | +$14.1K | 0.9% | 39 |
|
|
2022
Q2 | $1.5M | Buy |
2,350
+102
| +5% | +$65K | 0.67% | 54 |
|
|
2022
Q1 | $2.67M | Buy |
2,248
+144
| +7% | +$171K | 1.24% | 25 |
|
|
2021
Q4 | $2.84M | Buy |
2,104
+25
| +1% | +$33.7K | 1.14% | 22 |
|
|
2021
Q3 | $3.49M | Sell |
2,079
-14
| -0.7% | -$23.5K | 1.65% | 9 |
|
|
2021
Q2 | $3.26M | Buy |
2,093
+62
| +3% | +$96.6K | 1.53% | 12 |
|
|
2021
Q1 | $2.99M | Buy |
2,031
+59
| +3% | +$86.9K | 1.54% | 12 |
|
|
2020
Q4 | $3.3M | Sell |
1,972
-19
| -1% | -$31.8K | 2.18% | 4 |
|
|
2020
Q3 | $2.16M | Sell |
1,991
-313
| -14% | -$339K | 1.72% | 9 |
|
|
2020
Q2 | $2.27M | Sell |
2,304
-394
| -15% | -$388K | 1.88% | 7 |
|
|
2020
Q1 | $1.32M | Sell |
2,698
-174
| -6% | -$85K | 1.34% | 15 |
|
|
2019
Q4 | $1.64M | Buy |
2,872
+6
| +0.2% | +$3.43K | 1.23% | 13 |
|
|
2019
Q3 | $1.58M | Sell |
2,866
-70
| -2% | -$38.6K | 1.09% | 12 |
|
|
2019
Q2 | $1.8M | Sell |
2,936
-84
| -3% | -$51.4K | 1.42% | 8 |
|
|
2019
Q1 | $1.53M | Sell |
3,020
-642
| -18% | -$326K | 1.34% | 10 |
|
|
2018
Q4 | $1.07M | Buy |
3,662
+7
| +0.2% | +$2.05K | 1.13% | 16 |
|
|
2018
Q3 | $1.24M | Buy |
3,655
+55
| +2% | +$18.7K | 1.15% | 16 |
|
|
2018
Q2 | $1.08M | Sell |
3,600
-42
| -1% | -$12.6K | 1% | 20 |
|
|
2018
Q1 | $1.3M | Sell |
3,642
-33
| -0.9% | -$11.8K | 1.18% | 10 |
|
|
2017
Q4 | $1.16M | Buy |
+3,675
| New | +$1.16M | 1.12% | 10 |
|