KJWM
Kiley Juergens Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,479
| Closed | -$221K | – | 615 |
|
|
2018
Q3 | $221K | Buy |
1,479
+31
| +2% | +$4.63K | 0.17% | 88 |
|
|
2018
Q2 | $191K | Buy |
+1,448
| New | +$191K | 0.17% | 83 |
|
|
2018
Q1 | – | Sell |
-1,869
| Closed | -$213K | – | 576 |
|
|
2017
Q4 | $213K | Buy |
+1,869
| New | +$213K | 0.19% | 79 |
|