KFA
Kelleher Financial Advisors’s 3D Systems Corporation DDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-321,330
| Closed | -$4.27M | – | 99 |
|
|
2016
Q4 | $4.27M | Sell |
321,330
-44,564
| -12% | -$592K | 2.37% | 9 |
|
|
2016
Q3 | $6.57M | Buy |
365,894
+3,250
| +0.9% | +$58.3K | 3.72% | 3 |
|
|
2016
Q2 | $4.96M | Buy |
362,644
+750
| +0.2% | +$10.3K | 3.01% | 5 |
|
|
2016
Q1 | $5.6M | Sell |
361,894
-920
| -0.3% | -$14.2K | 3.09% | 4 |
|
|
2015
Q4 | $3.15M | Sell |
362,814
-2,445
| -0.7% | -$21.2K | 2.14% | 13 |
|
|
2015
Q3 | $4.22M | Sell |
365,259
-300
| -0.1% | -$3.46K | 2.8% | 6 |
|
|
2015
Q2 | $7.14M | Buy |
365,559
+68
| +0% | +$1.33K | 4.07% | 3 |
|
|
2015
Q1 | $10M | Buy |
365,491
+336
| +0.1% | +$9.21K | 5.54% | 2 |
|
|
2014
Q4 | $12M | Buy |
365,155
+500
| +0.1% | +$16.4K | 6.44% | 2 |
|
|
2014
Q3 | $13.9M | Buy |
364,655
+1,090
| +0.3% | +$41.4K | 7.52% | 1 |
|
|
2014
Q2 | $21.7M | Buy |
363,565
+2,590
| +0.7% | +$155K | 11.34% | 1 |
|
|
2014
Q1 | $21.4M | Buy |
360,975
+420
| +0.1% | +$24.8K | 11.59% | 1 |
|
|
2013
Q4 | $33.5M | Sell |
360,555
-134,640
| -27% | -$12.5M | 17.33% | 1 |
|
|
2013
Q3 | $26.7M | Sell |
495,195
-4,560
| -0.9% | -$246K | 15.26% | 1 |
|
|
2013
Q2 | $21.9M | Buy |
+499,755
| New | +$21.9M | 13.4% | 1 |
|