Steward Partners Investment Advisory’s KVH Industries KVHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$2.55K | – | 3524 |
|
|
2023
Q3 | $2.55K | Hold |
500
| – | – | ﹤0.01% | 3035 |
|
|
2023
Q2 | $4.57K | Hold |
500
| – | – | ﹤0.01% | 2817 |
|
|
2023
Q1 | $5.69K | Hold |
500
| – | – | ﹤0.01% | 2744 |
|
|
2022
Q4 | $5.11K | Sell |
500
-3,000
| -86% | -$30.7K | ﹤0.01% | 2765 |
|
|
2022
Q3 | $32K | Hold |
3,500
| – | – | ﹤0.01% | 2001 |
|
|
2022
Q2 | $30K | Hold |
3,500
| – | – | ﹤0.01% | 2035 |
|
|
2022
Q1 | $32K | Sell |
3,500
-15,870
| -82% | -$145K | ﹤0.01% | 2144 |
|
|
2021
Q4 | $178K | Buy |
+19,370
| New | +$178K | ﹤0.01% | 1359 |
|