KFA
NM
Kelleher Financial Advisors’s Navios Maritime Holdings Inc. NM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-42,000
| Closed | -$59K | – | 136 |
|
|
2016
Q4 | $59K | Sell |
42,000
-1,000
| -2% | -$1.41K | 0.03% | 135 |
|
|
2016
Q3 | $52K | Hold |
43,000
| – | – | 0.03% | 137 |
|
|
2016
Q2 | $34K | Buy |
43,000
+10,000
| +30% | +$7.91K | 0.02% | 132 |
|
|
2016
Q1 | $37K | Hold |
33,000
| – | – | 0.02% | 173 |
|
|
2015
Q4 | $57K | Buy |
33,000
+800
| +2% | +$1.38K | 0.04% | 114 |
|
|
2015
Q3 | $80K | Hold |
32,200
| – | – | 0.05% | 112 |
|
|
2015
Q2 | $119K | Buy |
+32,200
| New | +$119K | 0.07% | 114 |
|