KWAG
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Kiely Wealth Advisory Group’s Visa V Stock Holding History

Kiely Wealth Advisory Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$96.6K Hold
275
– – 0.06% 89
2024
Q3 		$85.1K Hold
275
– – 0.05% 97
2024
Q2 		$71.2K Hold
275
– – 0.04% 90
2024
Q1 		$75.2K Hold
275
– – 0.04% 84
2023
Q4 		$74K Buy
+275
New +$74K 0.04% 83