KWAG
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Kiely Wealth Advisory Group’s Factset FDS Stock Holding History

Kiely Wealth Advisory Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$5.07K Hold
11
– – ﹤0.01% 248
2024
Q3 		$5.34K Hold
11
– – ﹤0.01% 245
2024
Q2 		$4.43K Hold
11
– – ﹤0.01% 237
2024
Q1 		$4.68K Hold
11
– – ﹤0.01% 215
2023
Q4 		$5.19K Buy
+11
New +$5.19K ﹤0.01% 203