MWM
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Mission Wealth Management’s Korn Ferry KFY Stock Holding History

Mission Wealth Management’s Portfolio KFY Stock Details KFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,400
Closed -$257K – 519
2021
Q4 		$257K Hold
3,400
– – 0.01% 441
2021
Q3 		$246K Hold
3,400
– – 0.01% 433
2021
Q2 		$247K Hold
3,400
– – 0.01% 423
2021
Q1 		$212K Buy
+3,400
New +$212K 0.01% 420