KFA
Kelleher Financial Advisors’s Micron Technology MU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,050
| Closed | -$276K | – | 110 |
|
|
2023
Q3 | $276K | Hold |
4,050
| – | – | 0.14% | 84 |
|
|
2023
Q2 | $256K | Hold |
4,050
| – | – | 0.15% | 88 |
|
|
2023
Q1 | $244K | Buy |
+4,050
| New | +$244K | 0.16% | 87 |
|
|
2022
Q4 | – | Sell |
-13,535
| Closed | -$678K | – | 114 |
|
|
2022
Q3 | $678K | Hold |
13,535
| – | – | 0.49% | 43 |
|
|
2022
Q2 | $748K | Buy |
13,535
+1,020
| +8% | +$56.4K | 0.34% | 54 |
|
|
2022
Q1 | $974K | Sell |
12,515
-100
| -0.8% | -$7.78K | 0.54% | 36 |
|
|
2021
Q4 | $1.18M | Sell |
12,615
-4,400
| -26% | -$410K | 0.62% | 30 |
|
|
2021
Q3 | $1.21M | Buy |
17,015
+7,725
| +83% | +$548K | 0.53% | 41 |
|
|
2021
Q2 | $789K | Buy |
+9,290
| New | +$789K | 0.44% | 46 |
|