KFA
Kelleher Financial Advisors’s Scholastic SCHL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-79,300
| Closed | -$3.77M | – | 126 |
|
|
2016
Q4 | $3.77M | Sell |
79,300
-200
| -0.3% | -$9.5K | 2.09% | 13 |
|
|
2016
Q3 | $3.13M | Sell |
79,500
-200
| -0.3% | -$7.87K | 1.77% | 17 |
|
|
2016
Q2 | $3.16M | Buy |
79,700
+18,000
| +29% | +$713K | 1.91% | 15 |
|
|
2016
Q1 | $2.31M | Buy |
+61,700
| New | +$2.31M | 1.27% | 24 |
|