LWM
Lodestone Wealth Management’s Keysight KEYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,364
| Closed | -$219K | – | 156 |
|
|
2024
Q4 | $219K | Sell |
1,364
-33
| -2% | -$5.3K | 0.11% | 143 |
|
|
2024
Q3 | $222K | Sell |
1,397
-274
| -16% | -$43.5K | 0.11% | 141 |
|
|
2024
Q2 | $229K | Buy |
1,671
+196
| +13% | +$26.8K | 0.12% | 140 |
|
|
2024
Q1 | $231K | Buy |
1,475
+34
| +2% | +$5.32K | 0.12% | 142 |
|
|
2023
Q4 | $229K | Buy |
+1,441
| New | +$229K | 0.13% | 137 |
|
|
2023
Q3 | – | Sell |
-1,464
| Closed | -$245K | – | 131 |
|
|
2023
Q2 | $245K | Sell |
1,464
-14
| -0.9% | -$2.34K | 0.17% | 122 |
|
|
2023
Q1 | $239K | Buy |
1,478
+6
| +0.4% | +$969 | 0.18% | 119 |
|
|
2022
Q4 | $252K | Buy |
+1,472
| New | +$252K | 0.2% | 107 |
|