KFA
Kelleher Financial Advisors’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,884
| Closed | -$205K | – | 94 |
|
|
2018
Q2 | $205K | Sell |
3,884
-1,500
| -28% | -$79.2K | 0.29% | 80 |
|
|
2018
Q1 | $293K | Sell |
5,384
-1,853
| -26% | -$101K | 0.4% | 66 |
|
|
2017
Q4 | $431K | Sell |
7,237
-50
| -0.7% | -$2.98K | 0.68% | 46 |
|
|
2017
Q3 | $447K | Sell |
7,287
-100
| -1% | -$6.13K | 0.94% | 38 |
|
|
2017
Q2 | $461K | Sell |
7,387
-1,120
| -13% | -$69.9K | 0.89% | 41 |
|
|
2017
Q1 | $531K | Buy |
8,507
+243
| +3% | +$15.2K | 1.13% | 28 |
|
|
2016
Q4 | $539K | Hold |
8,264
| – | – | 0.3% | 73 |
|
|
2016
Q3 | $490K | Sell |
8,264
-110
| -1% | -$6.52K | 0.28% | 75 |
|
|
2016
Q2 | $442K | Buy |
8,374
+79
| +1% | +$4.17K | 0.27% | 76 |
|
|
2016
Q1 | $448K | Sell |
8,295
-59
| -0.7% | -$3.19K | 0.25% | 87 |
|
|
2015
Q4 | $517K | Hold |
8,354
| – | – | 0.35% | 68 |
|
|
2015
Q3 | $474K | Sell |
8,354
-100
| -1% | -$5.67K | 0.31% | 67 |
|
|
2015
Q2 | $522K | Hold |
8,454
| – | – | 0.3% | 69 |
|
|
2015
Q1 | $463K | Hold |
8,454
| – | – | 0.26% | 70 |
|
|
2014
Q4 | $473K | Buy |
8,454
+350
| +4% | +$19.6K | 0.25% | 69 |
|
|
2014
Q3 | $434K | Hold |
8,104
| – | – | 0.24% | 74 |
|
|
2014
Q2 | $442K | Buy |
8,104
+460
| +6% | +$25.1K | 0.23% | 71 |
|
|
2014
Q1 | $382K | Sell |
7,644
-262
| -3% | -$13.1K | 0.21% | 74 |
|
|
2013
Q4 | $404K | Buy |
7,906
+450
| +6% | +$23K | 0.21% | 72 |
|
|
2013
Q3 | $363K | Sell |
7,456
-500
| -6% | -$24.3K | 0.21% | 70 |
|
|
2013
Q2 | $365K | Buy |
+7,956
| New | +$365K | 0.22% | 70 |
|