Kelleher Financial Advisors’s Reeds, Inc. Common Stock REED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-702
| Closed | -$2.45K | – | 118 |
|
|
2022
Q4 | $2.45K | Hold |
702
| – | – | ﹤0.01% | 103 |
|
|
2022
Q3 | $4K | Hold |
702
| – | – | ﹤0.01% | 116 |
|
|
2022
Q2 | $5K | Hold |
702
| – | – | ﹤0.01% | 136 |
|
|
2022
Q1 | $10K | Hold |
702
| – | – | 0.01% | 116 |
|
|
2021
Q4 | $12K | Hold |
702
| – | – | 0.01% | 121 |
|
|
2021
Q3 | $21K | Buy |
702
+364
| +108% | +$10.9K | 0.01% | 148 |
|
|
2021
Q2 | $17K | Hold |
338
| – | – | 0.01% | 123 |
|
|
2021
Q1 | $19K | Hold |
338
| – | – | 0.01% | 116 |
|
|
2020
Q4 | $9K | Hold |
338
| – | – | 0.01% | 105 |
|
|
2020
Q3 | $15K | Hold |
338
| – | – | 0.01% | 104 |
|
|
2020
Q2 | $16K | Buy |
+338
| New | +$16K | 0.02% | 105 |
|