KCFA
Key Client Fiduciary Advisors’s Target TGT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,349
| Closed | -$239K | – | 194 |
|
2024
Q1 | $239K | Buy |
+1,349
| New | +$239K | 0.13% | 151 |
|
2023
Q3 | – | Sell |
-1,614
| Closed | -$213K | – | 179 |
|
2023
Q2 | $213K | Buy |
1,614
+38
| +2% | +$5.01K | 0.12% | 162 |
|
2023
Q1 | $261K | Buy |
+1,576
| New | +$261K | 0.16% | 134 |
|