KCFA
Key Client Fiduciary Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.64M | Buy |
37,578
+1,455
| +4% | +$63.4K | 0.66% | 37 |
|
2025
Q1 | $1.36M | Buy |
36,123
+1,424
| +4% | +$53.7K | 0.62% | 41 |
|
2024
Q4 | $1.4M | Buy |
34,699
+3,429
| +11% | +$139K | 0.62% | 37 |
|
2024
Q3 | $1.29M | Buy |
31,270
+5,845
| +23% | +$241K | 0.58% | 39 |
|
2024
Q2 | $941K | Buy |
25,425
+4,129
| +19% | +$153K | 0.47% | 51 |
|
2024
Q1 | $848K | Buy |
21,296
+2,385
| +13% | +$94.9K | 0.45% | 54 |
|
2023
Q4 | $652K | Buy |
18,911
+6,817
| +56% | +$235K | 0.38% | 61 |
|
2023
Q3 | $367K | Sell |
12,094
-1,592
| -12% | -$48.4K | 0.23% | 110 |
|
2023
Q2 | $430K | Hold |
13,686
| – | – | 0.25% | 94 |
|
2023
Q1 | $388K | Sell |
13,686
-294
| -2% | -$8.34K | 0.24% | 94 |
|
2022
Q4 | $370K | Buy |
+13,980
| New | +$370K | 0.25% | 89 |
|