KWM
Keebeck Wealth Management’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+1,764
| New | +$240K | 0.03% | 308 |
|
|
2024
Q2 | – | Sell |
-8,224
| Closed | -$1.52M | – | 280 |
|
|
2024
Q1 | $1.52M | Buy |
8,224
+336
| +4% | +$62.1K | 0.22% | 114 |
|
|
2023
Q4 | $1.53M | Buy |
7,888
+1,634
| +26% | +$317K | 0.25% | 103 |
|
|
2023
Q3 | $1.07M | Buy |
6,254
+619
| +11% | +$106K | 0.19% | 121 |
|
|
2023
Q2 | $1.08M | Buy |
5,635
+3,148
| +127% | +$605K | 0.15% | 124 |
|
|
2023
Q1 | $379K | Buy |
+2,487
| New | +$379K | 0.06% | 184 |
|