KFA
Kelleher Financial Advisors’s Darling Ingredients DAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-105,300
| Closed | -$1.36M | – | 98 |
|
|
2016
Q4 | $1.36M | Sell |
105,300
-33,865
| -24% | -$437K | 0.76% | 42 |
|
|
2016
Q3 | $1.88M | Sell |
139,165
-1,400
| -1% | -$18.9K | 1.06% | 35 |
|
|
2016
Q2 | $2.09M | Buy |
140,565
+1,000
| +0.7% | +$14.9K | 1.27% | 28 |
|
|
2016
Q1 | $1.84M | Hold |
139,565
| – | – | 1.01% | 33 |
|
|
2015
Q4 | $1.47M | Sell |
139,565
-41,000
| -23% | -$431K | 1% | 33 |
|
|
2015
Q3 | $2.03M | Sell |
180,565
-5,514
| -3% | -$62K | 1.35% | 28 |
|
|
2015
Q2 | $2.73M | Sell |
186,079
-2,000
| -1% | -$29.3K | 1.56% | 22 |
|
|
2015
Q1 | $2.63M | Buy |
188,079
+779
| +0.4% | +$10.9K | 1.46% | 21 |
|
|
2014
Q4 | $3.4M | Buy |
187,300
+1,700
| +0.9% | +$30.9K | 1.83% | 17 |
|
|
2014
Q3 | $3.28M | Buy |
185,600
+35,200
| +23% | +$621K | 1.78% | 17 |
|
|
2014
Q2 | $3.14M | Buy |
150,400
+1,600
| +1% | +$33.4K | 1.64% | 19 |
|
|
2014
Q1 | $2.98M | Buy |
148,800
+20,400
| +16% | +$408K | 1.62% | 21 |
|
|
2013
Q4 | $2.68M | Hold |
128,400
| – | – | 1.39% | 21 |
|
|
2013
Q3 | $2.72M | Buy |
128,400
+23,100
| +22% | +$489K | 1.55% | 20 |
|
|
2013
Q2 | $1.97M | Buy |
+105,300
| New | +$1.97M | 1.2% | 30 |
|