KCS WEALTH ADVISORY – Transaction History
KCS WEALTH ADVISORY portfolio value:
686,000
portfolio value
KCS WEALTH ADVISORY quarter portfolio value change:
-2.80%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.81% | 594 shares | 6K | 16.18K | |
| Q2 2022 | share | Decrease | -13.34% | -2.40K shares | -200K | 15.59K | |
| Q1 2022 | share | Decrease | -39.39% | -11.69K shares | -657K | 17.99K | |
| Q4 2021 | share | Increase | +0.14% | 41 shares | -7K | 29.69K | |
| Q3 2021 | share | Decrease | -0.86% | -258 shares | -21K | 29.65K | |
| Q2 2021 | share | Increase | +3.52% | 1.01K shares | 76K | 29.90K | |
| Q1 2021 | share | Increase | +15.80% | 3.94K shares | 194K | 28.89K | |
| Q4 2020 | share | Increase | +11.33% | 2.53K shares | 174K | 24.95K | |
| Q3 2020 | share | Decrease | -8.38% | -2.04K shares | -68K | 22.41K | |
| Q2 2020 | share | Increase | +9.38% | 2.09K shares | 198K | 24.46K | |
| Q1 2020 | share | Decrease | -1.79% | -407 shares | -188K | 22.36K | |
| Q4 2019 | share | Increase | +113.01% | 12.08K shares | 630.28K | 22.77K | |
| Q3 2019 | share | Increase | 0.00% | 10.69K shares | 548.71K | 10.69K |