Kathleen S. Wright Associates Inc. VANECK MORNINGSTAR WIDE MOAT ETF Transaction History

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 2024
Number of Shares
2,396
Previous 2,377 0.8%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
N/A
19 Added 0.8%
2,396 $0
Q1 2024

Apr 17, 2024
BUY
N/A
887 Added 59.53%
2,377 $0
Q3 2023

Oct 20, 2023
BUY
N/A
1,490 New
1,490 $0
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email