Klingenstein Fields & Co’s FiscalNote NOTE Stock Holding History

Klingenstein Fields & Co’s Portfolio NOTE Stock Details NOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$64.3K	Hold
2025 Q1	$96.9K	Hold
2024 Q4	$128K	Hold
2024 Q3	$154K	Hold
2024 Q2	$175K	Hold
2024 Q1	$160K	Hold
2023 Q4	$137K	Hold
2023 Q3	$249K	Hold
2023 Q2	$437K	Hold
2023 Q1	$267K	Buy