KWMG
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King Wealth Management Group’s Jefferies Financial Group JEF Stock Holding History

King Wealth Management Group’s Portfolio JEF Stock Details JEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-51,754
Closed -$1.47M – 103
2013
Q4 		$1.47M Sell
51,754
-3,167
-6% -$89.8K 0.84% 32
2013
Q3 		$1.5M Sell
54,921
-3,848
-7% -$105K 0.97% 30
2013
Q2 		$1.54M Buy
+58,769
New +$1.54M 1.07% 26