Kiely Wealth Advisory Group’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$5.07K Hold
2024
Q3
$5.34K Hold
2024
Q2
$4.43K Hold
2024
Q1
$4.67K Hold
2023
Q4
$5.19K Buy