KWM
Kolinsky Wealth Management’s FTI Consulting FCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $588K | Hold |
3,077
| – | – | 0.36% | 56 |
|
|
2024
Q3 | $700K | Buy |
3,077
+6
| +0.2% | +$1.37K | 0.46% | 43 |
|
|
2024
Q2 | $662K | Buy |
3,071
+2
| +0.1% | +$431 | 0.47% | 41 |
|
|
2024
Q1 | $645K | Buy |
3,069
+3
| +0.1% | +$631 | 0.49% | 42 |
|
|
2023
Q4 | $611K | Sell |
3,066
-56
| -2% | -$11.2K | 0.54% | 37 |
|
|
2023
Q3 | $557K | Buy |
3,122
+35
| +1% | +$6.24K | 0.55% | 36 |
|
|
2023
Q2 | $583K | Buy |
3,087
+204
| +7% | +$38.5K | 0.55% | 31 |
|
|
2023
Q1 | $569K | Buy |
+2,883
| New | +$569K | 0.6% | 29 |
|
|
2022
Q4 | – | Sell |
-2,842
| Closed | -$471K | – | 130 |
|
|
2022
Q3 | $471K | Buy |
2,842
+48
| +2% | +$7.96K | 0.59% | 33 |
|
|
2022
Q2 | $505K | Sell |
2,794
-45
| -2% | -$8.13K | 0.6% | 30 |
|
|
2022
Q1 | $446K | Sell |
2,839
-480
| -14% | -$75.4K | 0.44% | 41 |
|
|
2021
Q4 | $509K | Buy |
+3,319
| New | +$509K | 0.47% | 37 |
|