KWA
KCS Wealth Advisory’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.92M | Sell |
12,699
-1,677
| -12% | -$386K | 1.25% | 22 |
|
|
2023
Q2 | $3.41M | Buy |
14,376
+235
| +2% | +$55.8K | 1.18% | 20 |
|
|
2023
Q1 | $3.19M | Sell |
14,141
-20
| -0.1% | -$4.51K | 1.21% | 21 |
|
|
2022
Q4 | $2.94M | Buy |
14,161
+785
| +6% | +$163K | 1.22% | 23 |
|
|
2022
Q3 | $2.38M | Buy |
13,376
+842
| +7% | +$150K | 1.1% | 25 |
|
|
2022
Q2 | $2.47M | Buy |
12,534
+331
| +3% | +$65.2K | 1.1% | 22 |
|
|
2022
Q1 | $2.71M | Buy |
12,203
+845
| +7% | +$187K | 1.25% | 24 |
|
|
2021
Q4 | $2.46M | Buy |
11,358
+687
| +6% | +$149K | 0.99% | 27 |
|
|
2021
Q3 | $2.38M | Buy |
10,671
+769
| +8% | +$171K | 1.12% | 23 |
|
|
2021
Q2 | $2.32M | Buy |
9,902
+519
| +6% | +$121K | 1.09% | 20 |
|
|
2021
Q1 | $1.99M | Buy |
9,383
+856
| +10% | +$181K | 1.03% | 24 |
|
|
2020
Q4 | $1.87M | Buy |
8,527
+130
| +2% | +$28.4K | 1.23% | 20 |
|
|
2020
Q3 | $1.68M | Sell |
8,397
-313
| -4% | -$62.6K | 1.34% | 17 |
|
|
2020
Q2 | $1.68M | Buy |
8,710
+142
| +2% | +$27.4K | 1.39% | 16 |
|
|
2020
Q1 | $1.38M | Buy |
8,568
+141
| +2% | +$22.7K | 1.4% | 10 |
|
|
2019
Q4 | $1.58M | Sell |
8,427
-116
| -1% | -$21.8K | 1.18% | 17 |
|
|
2019
Q3 | $1.47M | Buy |
8,543
+98
| +1% | +$16.9K | 1.02% | 17 |
|
|
2019
Q2 | $1.47M | Buy |
8,445
+113
| +1% | +$19.6K | 1.16% | 12 |
|
|
2019
Q1 | $1.3M | Buy |
8,332
+438
| +6% | +$68.4K | 1.13% | 15 |
|
|
2018
Q4 | $1.04M | Sell |
7,894
-187
| -2% | -$24.7K | 1.1% | 20 |
|
|
2018
Q3 | $1.21M | Sell |
8,081
-199
| -2% | -$29.9K | 1.13% | 18 |
|
|
2018
Q2 | $1.1M | Sell |
8,280
-199
| -2% | -$26.4K | 1.02% | 19 |
|
|
2018
Q1 | $1.01M | Buy |
8,479
+18
| +0.2% | +$2.15K | 0.92% | 23 |
|
|
2017
Q4 | $965K | Buy |
+8,461
| New | +$965K | 0.93% | 22 |
|