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KCS Wealth Advisory’s Stifel SF Stock Holding History

KCS Wealth Advisory’s Portfolio SF Stock Details SF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.18M Sell
19,133
-3,911
-17% -$240K 0.5% 58
2023
Q2 		$1.38M Buy
23,044
+453
+2% +$27K 0.48% 55
2023
Q1 		$1.33M Buy
+22,591
New +$1.33M 0.5% 57