KFP
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Keener Financial Planning’s Factset FDS Stock Holding History

Keener Financial Planning’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7K Hold
17
– – ﹤0.01% 175
2025
Q1 		$7K Hold
17
– – ﹤0.01% 138
2024
Q4 		$8K Hold
17
– – ﹤0.01% 140
2024
Q3 		$7K Hold
17
– – ﹤0.01% 148
2024
Q2 		$6K Buy
+17
New +$6K ﹤0.01% 154