MSA
Marino Stram & Associates’s Klaviyo KVYO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,901
| Closed | -$1.36M | – | 169 |
|
|
2024
Q4 | $1.36M | Hold |
32,901
| – | – | 0.3% | 53 |
|
|
2024
Q3 | $1.16M | Sell |
32,901
-10,967
| -25% | -$388K | 0.26% | 63 |
|
|
2024
Q2 | $1.09M | Hold |
43,868
| – | – | 0.27% | 59 |
|
|
2024
Q1 | $1.12M | Buy |
+43,868
| New | +$1.12M | 0.26% | 61 |
|