KCFA
Key Client Fiduciary Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,690
| Closed | -$204K | – | 205 |
|
|
2025
Q1 | $204K | Sell |
9,690
-1,550
| -14% | -$32.7K | 0.09% | 178 |
|
|
2024
Q4 | $240K | Sell |
11,240
-3,624
| -24% | -$77.3K | 0.11% | 166 |
|
|
2024
Q3 | $331K | Sell |
14,864
-424
| -3% | -$9.43K | 0.15% | 138 |
|
|
2024
Q2 | $323K | Sell |
15,288
-2,741
| -15% | -$57.9K | 0.16% | 133 |
|
|
2024
Q1 | $382K | Buy |
18,029
+1,628
| +10% | +$34.5K | 0.2% | 121 |
|
|
2023
Q4 | $339K | Buy |
16,401
+207
| +1% | +$4.28K | 0.2% | 123 |
|
|
2023
Q3 | $309K | Sell |
16,194
-1,022
| -6% | -$19.5K | 0.19% | 124 |
|
|
2023
Q2 | $350K | Sell |
17,216
-1,252
| -7% | -$25.5K | 0.2% | 112 |
|
|
2023
Q1 | $374K | Buy |
18,468
+182
| +1% | +$3.68K | 0.23% | 99 |
|
|
2022
Q4 | $358K | Buy |
18,286
+176
| +1% | +$3.45K | 0.24% | 93 |
|
|
2022
Q3 | $348K | Sell |
18,110
-2,775
| -13% | -$53.3K | 0.31% | 67 |
|
|
2022
Q2 | $430K | Sell |
20,885
-3,138
| -13% | -$64.6K | 0.42% | 55 |
|
|
2022
Q1 | $579K | Buy |
24,023
+602
| +3% | +$14.5K | 0.46% | 50 |
|
|
2021
Q4 | $608K | Buy |
+23,421
| New | +$608K | 0.5% | 51 |
|