Kcs Wealth Advisory Closed Holding Positions

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
PH
Parker Hannifin Corp

Industrials
Q4 2019 Filed on Jan 15, 2020
538
$166.61 - $209.3 $89.6K - $113K
MU
Micron Technology Inc

Technology
Q4 2019 Filed on Jan 15, 2020
10
$41.98 - $55.42 $420 - $554
ORCL
Oracle Corp

Technology
Q4 2019 Filed on Jan 15, 2020
1,684
$52.7 - $56.89 $88.7K - $95.8K
MC
Moelis & CO

Financial Services
Q4 2019 Filed on Jan 15, 2020
200
$29.99 - $35.94 $6K - $7.19K
NOC
Northrop Grumman Corp

Industrials
Q4 2019 Filed on Jan 15, 2020
57
$337.85 - $368.98 $19.3K - $21K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q4 2019 Filed on Jan 15, 2020
550
$61.37 - $71.65 $33.8K - $39.4K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q4 2019 Filed on Jan 15, 2020
443
$59.6 - $67.25 $26.4K - $29.8K
KXI
Ishares Tr Global Consumer Sta

ETFs
Q4 2019 Filed on Jan 15, 2020
132
$53.49 - $55.72 $7.06K - $7.36K
JXI
Ishares Tr Global Utils ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
1,428
$56.2 - $58.72 $80.3K - $83.9K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q4 2019 Filed on Jan 15, 2020
2,413
$57.58 - $58.56 $139K - $141K
IFGL
Ishares International Develope

ETFs
Q4 2019 Filed on Jan 15, 2020
1,098
$29.32 - $30.85 $32.2K - $33.9K
IDV
Ishares Tr

ETFs
Q4 2019 Filed on Jan 15, 2020
462
$29.79 - $33.61 $13.8K - $15.5K
MUB
Ishares National Muni Bond ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
776
$113.18 - $114.61 $87.8K - $88.9K
NYF
Ishares New York Muni Bond ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
2,196
$56.62 - $57.47 $124K - $126K
ACWI
Ishares Msci Acwi ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
753
$71.68 - $79.55 $54K - $59.9K
IEV
Ishares Tr Europe ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
14
$41.68 - $47.0 $584 - $658
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q4 2019 Filed on Jan 15, 2020
61
$76.36 - $85.59 $4.66K - $5.22K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
150
$168.6 - $189.08 $25.3K - $28.4K
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
518
$146.46 - $166.68 $75.9K - $86.3K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
225
$186.63 - $216.19 $42K - $48.6K
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
44
$115.48 - $129.0 $5.08K - $5.68K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q4 2019 Filed on Jan 15, 2020
25
$54.21 - $59.65 $1.36K - $1.49K
EIRL
Ishares Tr Msci Ireland ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
52
$39.99 - $46.45 $2.08K - $2.42K
HDV
Ishares Core High Dividend ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
311
$91.22 - $98.37 $28.4K - $30.6K
Liberty Ppty Tr
Q4 2019 Filed on Jan 15, 2020
887
N/A
LEVI
Levi Strauss & CO

Consumer Cyclical
Q4 2019 Filed on Jan 15, 2020
350
$16.37 - $19.91 $5.73K - $6.97K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2019 Filed on Jan 15, 2020
154
$181.75 - $207.95 $28K - $32K
LRCX
Lam Research Corp

Technology
Q4 2019 Filed on Jan 15, 2020
282
$227.7 - $297.41 $64.2K - $83.9K
LHX
L3 Harris Technologies, Inc.

Industrials
Q4 2019 Filed on Jan 15, 2020
259
$192.49 - $209.93 $49.9K - $54.4K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q4 2019 Filed on Jan 15, 2020
3,531
$41.03 - $49.53 $145K - $175K
ICLN
Ishares

ETFs
Q4 2019 Filed on Jan 15, 2020
692
$10.55 - $11.81 $7.3K - $8.17K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2019 Filed on Jan 15, 2020
182
$26.54 - $33.33 $4.83K - $6.07K
KFY
Korn Ferry

Industrials
Q4 2019 Filed on Jan 15, 2020
270
$35.2 - $42.57 $9.5K - $11.5K
KMI
Kinder Morgan, Inc.

Energy
Q4 2019 Filed on Jan 15, 2020
735
$19.15 - $21.2 $14.1K - $15.6K
Jp Morgan Exchange Traded Fd
Q4 2019 Filed on Jan 15, 2020
659
N/A
IRBO
Ishares Robotics & Artificial

ETFs
Q4 2019 Filed on Jan 15, 2020
69
$23.79 - $27.14 $1.64K - $1.87K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q4 2019 Filed on Jan 15, 2020
137
$55.17 - $59.7 $7.56K - $8.18K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q4 2019 Filed on Jan 15, 2020
2,213
$45.84 - $46.53 $101K - $103K
XT
Ishares Tr Exponential Technol

ETFs
Q4 2019 Filed on Jan 15, 2020
45
$37.58 - $42.97 $1.69K - $1.93K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2019 Filed on Jan 15, 2020
1,425
$50.24 - $50.61 $71.6K - $72.1K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2019 Filed on Jan 15, 2020
116
$62.68 - $65.67 $7.27K - $7.62K
IGM
Ishares Expanded Tech Sector E

ETFs
Q4 2019 Filed on Jan 15, 2020
89
$35.22 - $40.66 $3.13K - $3.62K
DOC
Physicians Realty Trust

Real Estate
Q4 2019 Filed on Jan 15, 2020
239
$17.38 - $19.24 $4.15K - $4.6K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q4 2019 Filed on Jan 15, 2020
13
$100.01 - $111.61 $1.3K - $1.45K
VB
Vanguard Small Cap ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
664
$149.04 - $166.74 $99K - $111K
VTV
Vanguard Value ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
816
$107.9 - $120.77 $88K - $98.5K
VUG
Vanguard Growth ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
657
$161.84 - $183.14 $106K - $120K
VXF
Vanguard Extended Market ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
21
$112.84 - $126.8 $2.37K - $2.66K
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2019 Filed on Jan 15, 2020
110
$123.74 - $138.15 $13.6K - $15.2K
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