Systematic Financial Management’s Kelly Services Class A KELYA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-19,405
| Closed | -$307K | – | 352 |
|
2020
Q2 | $307K | Sell |
19,405
-7,575
| -28% | -$120K | 0.02% | 350 |
|
2020
Q1 | $342K | Buy |
26,980
+2,205
| +9% | +$28K | 0.02% | 273 |
|
2019
Q4 | $559K | Buy |
+24,775
| New | +$559K | 0.02% | 394 |
|
2019
Q2 | – | Sell |
-53,090
| Closed | -$1.17M | – | 647 |
|
2019
Q1 | $1.17M | Sell |
53,090
-645
| -1% | -$14.2K | 0.04% | 426 |
|
2018
Q4 | $1.1M | Buy |
+53,735
| New | +$1.1M | 0.03% | 421 |
|
2017
Q4 | – | Sell |
-63,455
| Closed | -$1.59M | – | 653 |
|
2017
Q3 | $1.59M | Sell |
63,455
-6,525
| -9% | -$164K | 0.03% | 376 |
|
2017
Q2 | $1.57M | Buy |
69,980
+3,180
| +5% | +$71.4K | 0.03% | 512 |
|
2017
Q1 | $1.46M | Sell |
66,800
-4,675
| -7% | -$102K | 0.03% | 537 |
|
2016
Q4 | $1.64M | Buy |
71,475
+1,070
| +2% | +$24.5K | 0.03% | 511 |
|
2016
Q3 | $1.35M | Sell |
70,405
-7,815
| -10% | -$150K | 0.02% | 522 |
|
2016
Q2 | $1.48M | Buy |
+78,220
| New | +$1.48M | 0.02% | 501 |
|
2014
Q2 | – | Sell |
-78,503
| Closed | -$1.86M | – | 705 |
|
2014
Q1 | $1.86M | Sell |
78,503
-4,010
| -5% | -$95.1K | 0.01% | 537 |
|
2013
Q4 | $2.06M | Buy |
82,513
+8,295
| +11% | +$207K | 0.02% | 406 |
|
2013
Q3 | $1.45M | Sell |
74,218
-8,135
| -10% | -$158K | 0.01% | 539 |
|
2013
Q2 | $1.44M | Buy |
+82,353
| New | +$1.44M | 0.01% | 490 |
|