KLR Investment Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$367K Sell
2023
Q4
$429K Buy
2023
Q3
$358K Sell
2023
Q2
$356K Sell
2023
Q1
$376K Sell
2022
Q4
$393K Buy