KCFA
Key Client Fiduciary Advisors’s B&G Foods BGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,702
| Closed | -$112K | – | 185 |
|
|
2023
Q4 | $112K | Sell |
10,702
-1,250
| -10% | -$13.1K | 0.07% | 165 |
|
|
2023
Q3 | $118K | Sell |
11,952
-2,472
| -17% | -$24.4K | 0.07% | 164 |
|
|
2023
Q2 | $201K | Sell |
14,424
-1,145
| -7% | -$15.9K | 0.12% | 165 |
|
|
2023
Q1 | $242K | Buy |
15,569
+450
| +3% | +$6.99K | 0.15% | 144 |
|
|
2022
Q4 | $169K | Buy |
+15,119
| New | +$169K | 0.11% | 150 |
|