KCS WEALTH ADVISORY – Transaction History
KCS WEALTH ADVISORY portfolio value:
1.39M
portfolio value
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.22% | -1.03K shares | -98K | 31.17K | |
| Q2 2022 | share | Decrease | -22.19% | -9.18K shares | -648K | 32.20K | |
| Q1 2022 | share | Increase | +16.68% | 5.91K shares | 259K | 41.39K | |
| Q4 2021 | share | Increase | +12.83% | 4.03K shares | 201K | 35.47K | |
| Q3 2021 | share | Increase | +0.75% | 233 shares | 54K | 31.44K | |
| Q2 2021 | share | Increase | +4.60% | 1.37K shares | 130K | 31.20K | |
| Q1 2021 | share | Increase | +11.81% | 3.15K shares | 268K | 29.83K | |
| Q4 2020 | share | Decrease | -0.50% | -134 shares | 38K | 26.68K | |
| Q3 2020 | share | Decrease | -1.29% | -351 shares | -28K | 26.82K | |
| Q2 2020 | share | Increase | +0.48% | 130 shares | 97K | 27.17K | |
| Q1 2020 | share | Decrease | -0.01% | -2 shares | -254K | 27.04K | |
| Q4 2019 | share | Increase | +16.27% | 3.78K shares | 208.1K | 27.04K | |
| Q3 2019 | share | Increase | +6.25% | 1.36K shares | 115.9K | 23.25K | |
| Q2 2019 | share | Increase | +12.23% | 2.38K shares | 106K | 21.88K | |
| Q1 2019 | share | Increase | +31.04% | 4.62K shares | 275K | 19.50K | |
| Q4 2018 | share | Increase | +14.08% | 1.83K shares | 24K | 14.88K | |
| Q3 2018 | share | Increase | +4.43% | 553 shares | 19K | 13.04K | |
| Q2 2018 | share | Increase | +11.32% | 1.27K shares | 62K | 12.49K | |
| Q1 2018 | share | Increase | +15.64% | 1.51K shares | 69K | 11.22K | |
| Q4 2017 | share | Increase | 0.00% | 9.70K shares | 492K | 9.70K |