KLR Investment Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $367K | Sell |
837
-63
| -7% | -$27.6K | 0.27% | 108 |
|
|
2023
Q4 | $429K | Buy |
900
+38
| +4% | +$18.1K | 0.31% | 89 |
|
|
2023
Q3 | $358K | Sell |
862
-26
| -3% | -$10.8K | 0.33% | 99 |
|
|
2023
Q2 | $356K | Sell |
888
-19
| -2% | -$7.61K | 0.29% | 116 |
|
|
2023
Q1 | $376K | Sell |
907
-72
| -7% | -$29.9K | 0.33% | 98 |
|
|
2022
Q4 | $393K | Buy |
+979
| New | +$393K | 0.32% | 90 |
|