KCFA
Key Client Fiduciary Advisors’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,216
| Closed | -$662K | – | 186 |
|
|
2023
Q4 | $662K | Hold |
3,216
| – | – | 0.38% | 60 |
|
|
2023
Q3 | $576K | Sell |
3,216
-41
| -1% | -$7.34K | 0.35% | 68 |
|
|
2023
Q2 | $539K | Hold |
3,257
| – | – | 0.31% | 72 |
|
|
2023
Q1 | $477K | Hold |
3,257
| – | – | 0.3% | 77 |
|
|
2022
Q4 | $437K | Buy |
+3,257
| New | +$437K | 0.3% | 78 |
|