KJWM
Kiley Juergens Wealth Management’s Netflix NFLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-3,303
| Closed | -$1.24M | – | 430 |
|
2018
Q3 | $1.24M | Buy |
3,303
+1,278
| +63% | +$478K | 0.92% | 17 |
|
2018
Q2 | $792K | Buy |
2,025
+115
| +6% | +$45K | 0.71% | 29 |
|
2018
Q1 | $564K | Buy |
1,910
+195
| +11% | +$57.6K | 0.61% | 42 |
|
2017
Q4 | $329K | Buy |
+1,715
| New | +$329K | 0.3% | 57 |
|