KWM
Kolinsky Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $355K | Buy |
739
+23
| +3% | +$11K | 0.22% | 99 |
|
|
2024
Q3 | $329K | Buy |
716
+1
| +0.1% | +$460 | 0.21% | 106 |
|
|
2024
Q2 | $292K | Sell |
715
-18
| -2% | -$7.35K | 0.21% | 112 |
|
|
2024
Q1 | $333K | Sell |
733
-11
| -1% | -$5K | 0.25% | 97 |
|
|
2023
Q4 | $355K | Buy |
744
+107
| +17% | +$51K | 0.31% | 78 |
|
|
2023
Q3 | $279K | Buy |
637
+5
| +0.8% | +$2.19K | 0.28% | 85 |
|
|
2023
Q2 | $250K | Hold |
632
| – | – | 0.24% | 104 |
|
|
2023
Q1 | $262K | Buy |
632
+2
| +0.3% | +$829 | 0.28% | 93 |
|
|
2022
Q4 | $253K | Buy |
630
+6
| +1% | +$2.41K | 0.29% | 97 |
|
|
2022
Q3 | $250K | Sell |
624
-3
| -0.5% | -$1.2K | 0.31% | 87 |
|
|
2022
Q2 | $241K | Hold |
627
| – | – | 0.28% | 97 |
|
|
2022
Q1 | $272K | Sell |
627
-150
| -19% | -$65.1K | 0.27% | 96 |
|
|
2021
Q4 | $378K | Buy |
+777
| New | +$378K | 0.35% | 65 |
|