KCS WEALTH ADVISORY – Transaction History
KCS WEALTH ADVISORY portfolio value:
2.32M
portfolio value
KCS WEALTH ADVISORY quarter portfolio value change:
+14.06%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.26% | 15.91K shares | 389K | 318.46K | |
| Q2 2022 | share | Increase | +31.72% | 72.85K shares | 255K | 302.54K | |
| Q1 2022 | share | Increase | +7.77% | 16.55K shares | 36K | 229.69K | |
| Q4 2021 | share | Increase | +48.92% | 70.01K shares | 665K | 213.14K | |
| Q3 2021 | share | Increase | +10.42% | 13.51K shares | 110K | 143.12K | |
| Q2 2021 | share | Increase | +11.12% | 12.97K shares | 154K | 129.61K | |
| Q1 2021 | share | Increase | +188.25% | 76.17K shares | 502K | 116.63K | |
| Q4 2020 | share | Increase | 0.00% | 40.46K shares | 214K | 40.46K |