KFS
Kelly Financial Services’s BlackRock Advantage Large Cap Income ETF BALI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
38,486
+5,084
| +15% | +$153K | 0.34% | 35 |
|
|
2025
Q1 | $962K | Buy |
33,402
+5,162
| +18% | +$149K | 0.33% | 41 |
|
|
2024
Q4 | $854K | Buy |
+28,240
| New | +$854K | 0.31% | 46 |
|
|
2024
Q3 | – | Sell |
-2,833
| Closed | -$83.8K | – | 168 |
|
|
2024
Q2 | $83.8K | Sell |
2,833
-1,025
| -27% | -$30.3K | 0.03% | 173 |
|
|
2024
Q1 | $111K | Buy |
3,858
+3,233
| +517% | +$93.4K | 0.04% | 139 |
|
|
2023
Q4 | $16.6K | Buy |
+625
| New | +$16.6K | 0.01% | 333 |
|