Plante Moran Financial Advisors’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-53
Closed -$1.47K 902
2023
Q4
$1.47K Buy
+53
New +$1.47K ﹤0.01% 744