KFA
Kelleher Financial Advisors’s American Vanguard Corp AVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-115,500
| Closed | -$1.33M | – | 117 |
|
|
2014
Q3 | $1.33M | Sell |
115,500
-60,773
| -34% | -$699K | 0.72% | 44 |
|
|
2014
Q2 | $2.33M | Buy |
176,273
+32,373
| +22% | +$428K | 1.22% | 28 |
|
|
2014
Q1 | $3.12M | Buy |
143,900
+54,300
| +61% | +$1.18M | 1.69% | 18 |
|
|
2013
Q4 | $2.18M | Buy |
89,600
+500
| +0.6% | +$12.1K | 1.13% | 30 |
|
|
2013
Q3 | $2.4M | Buy |
89,100
+1,400
| +2% | +$37.7K | 1.37% | 25 |
|
|
2013
Q2 | $2.05M | Buy |
+87,700
| New | +$2.05M | 1.25% | 29 |
|