Annex Advisory Services’s Kimball Electronics KE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,198
| Closed | -$517K | – | 293 |
|
|
2023
Q4 | $517K | Buy |
19,198
+4,527
| +31% | +$122K | 0.02% | 168 |
|
|
2023
Q3 | $402K | Buy |
14,671
+1,614
| +12% | +$44.2K | 0.02% | 159 |
|
|
2023
Q2 | $361K | Sell |
13,057
-6,423
| -33% | -$177K | 0.02% | 169 |
|
|
2023
Q1 | $469K | Sell |
19,480
-39
| -0.2% | -$940 | 0.03% | 144 |
|
|
2022
Q4 | $441K | Buy |
19,519
+3,923
| +25% | +$88.6K | 0.02% | 156 |
|
|
2022
Q3 | $267K | Sell |
15,596
-879
| -5% | -$15K | 0.02% | 189 |
|
|
2022
Q2 | $331K | Buy |
16,475
+1,260
| +8% | +$25.3K | 0.02% | 174 |
|
|
2022
Q1 | $304K | Buy |
15,215
+5,314
| +54% | +$106K | 0.02% | 195 |
|
|
2021
Q4 | $215K | Buy |
+9,901
| New | +$215K | 0.01% | 232 |
|