Kelly Financial Services’s WW International WW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$11.1K | – | 810 |
|
|
2023
Q3 | $11.1K | Hold |
1,000
| – | – | 0.01% | 355 |
|
|
2023
Q2 | $6.72K | Hold |
1,000
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $4.12K | Hold |
1,000
| – | – | ﹤0.01% | 452 |
|
|
2022
Q4 | $3.86K | Hold |
1,000
| – | – | ﹤0.01% | 438 |
|
|
2022
Q3 | $3.93K | Hold |
1,000
| – | – | ﹤0.01% | 428 |
|
|
2022
Q2 | $6.39K | Hold |
1,000
| – | – | ﹤0.01% | 370 |
|
|
2022
Q1 | $10.2K | Hold |
1,000
| – | – | ﹤0.01% | 338 |
|
|
2021
Q4 | $16.1K | Hold |
1,000
| – | – | 0.01% | 286 |
|
|
2021
Q3 | $18.3K | Sell |
1,000
-35,140
| -97% | -$641K | 0.01% | 269 |
|
|
2021
Q2 | $1M | Buy |
36,140
+35,140
| +3,514% | +$972K | 0.04% | 124 |
|
|
2021
Q1 | $31.3K | Hold |
1,000
| – | – | 0.02% | 174 |
|
|
2020
Q4 | $24.4K | Hold |
1,000
| – | – | 0.02% | 176 |
|
|
2020
Q3 | $18.9K | Hold |
1,000
| – | – | 0.01% | 180 |
|
|
2020
Q2 | $25.4K | Hold |
1,000
| – | – | 0.02% | 135 |
|
|
2020
Q1 | $16.9K | Hold |
1,000
| – | – | 0.02% | 154 |
|
|
2019
Q4 | $38.2K | Hold |
1,000
| – | – | 0.03% | 104 |
|
|
2019
Q3 | $37.8K | Hold |
1,000
| – | – | 0.03% | 99 |
|
|
2019
Q2 | $19.1K | Hold |
1,000
| – | – | 0.02% | 154 |
|
|
2019
Q1 | $20.2K | Buy |
+1,000
| New | +$20.2K | 0.02% | 145 |
|