Kcs Wealth Advisory Managed Portfolio Ser Tortoise Transaction History

Kcs Wealth Advisory

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 15, 2020	SELL	$21.89 - $23.75 $198,958 - $215,863	-9,089 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$23.4 - $24.0 $46 - $48	2 Added 0.02%	9,089 $0
Q2 2019 Jul 29, 2019	SELL	N/A	-67,269 Reduced 88.1%	9,087 $217,000
Q1 2019 Apr 29, 2019	BUY	N/A	5,838 Added 8.28%	76,356 $1.82 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-70,824 Reduced 50.11%	70,518 $1.4 Million
Q3 2018 Nov 06, 2018	BUY	N/A	52,594 Added 59.26%	141,342 $3.29 Million
Q2 2018 Aug 07, 2018	BUY	N/A	88,748 New	88,748 $2.07 Million

126

20.8M

Get notified when there are updates to the investment portfolio of Kcs Wealth Advisory, based on Form 13F filings with the SEC.

Stay updated on Kcs Wealth Advisory with notifications on news.