Lakeside Advisors, Inc. Investment Managers Series Tru Transaction History

Lakeside Advisors, Inc.

  • $149 Million
  • Q1 2024

A detailed history of Lakeside Advisors, Inc. transactions in Investment Managers Series Tru stock. As of the latest transaction made, Lakeside Advisors, Inc. holds 5,800 shares of KLDW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,800
Previous 5,800 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 08, 2023
BUY
N/A
5,800 New
5,800 $0
Q2 2022

Aug 09, 2022
SELL
N/A
-1,150 Reduced 16.55%
5,800 $206,000
Q1 2022

May 04, 2022
SELL
N/A
-350 Reduced 4.79%
6,950 $292,000
Q4 2021

Mar 08, 2022
BUY
N/A
7,300 New
7,300 $349,000

Others Institutions Holding KLDW

# of Institutions
17
Shares Held
2.68M
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MANAGERS SERIES TRU

KLDW Quotes by TradingView
  • Ticker KLDW
More about KLDW
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