KCS WEALTH ADVISORY – Transaction History
KCS WEALTH ADVISORY portfolio value:
268,000
portfolio value
KCS WEALTH ADVISORY quarter portfolio value change:
-14.96%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.18% | 705 shares | -32K | 14.32K | |
| Q2 2022 | share | Increase | +4.05% | 530 shares | -13K | 13.61K | |
| Q1 2022 | share | Increase | +7.10% | 868 shares | -5K | 13.08K | |
| Q4 2021 | share | Increase | +8.85% | 993 shares | 18K | 12.21K | |
| Q3 2021 | share | Increase | +1.01% | 112 shares | -27K | 11.22K | |
| Q2 2021 | share | Increase | +8.73% | 892 shares | 32K | 11.11K | |
| Q1 2021 | share | Increase | +6.56% | 629 shares | 30K | 10.22K | |
| Q4 2020 | share | Increase | 0.00% | 9.59K shares | 265K | 9.59K | |
| Q1 2020 | share | Decrease | -100.00% | -10.75K shares | -243K | 0 | |
| Q4 2019 | share | Increase | +11.58% | 1.11K shares | 44.79K | 10.75K | |
| Q3 2019 | share | Increase | 0.00% | 9.63K shares | 198.21K | 9.63K |