Atlas Capital Advisors’s Kyocera Adr KYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-272
| Closed | -$14.2K | – | 941 |
|
|
2023
Q1 | $14.2K | Hold |
272
| – | – | ﹤0.01% | 720 |
|
|
2022
Q4 | $13.5K | Sell |
272
-3,329
| -92% | -$165K | ﹤0.01% | 703 |
|
|
2022
Q3 | $181K | Hold |
3,601
| – | – | 0.03% | 356 |
|
|
2022
Q2 | $193K | Sell |
3,601
-131
| -4% | -$7.01K | 0.03% | 374 |
|
|
2022
Q1 | $209K | Hold |
3,732
| – | – | 0.03% | 345 |
|
|
2021
Q4 | $234K | Hold |
3,732
| – | – | 0.03% | 335 |
|
|
2021
Q3 | $234K | Buy |
3,732
+131
| +4% | +$8.2K | 0.04% | 322 |
|
|
2021
Q2 | $222K | Buy |
3,601
+177
| +5% | +$10.9K | 0.04% | 342 |
|
|
2021
Q1 | $219K | Hold |
3,424
| – | – | 0.04% | 314 |
|
|
2020
Q4 | $211K | Sell |
3,424
-215
| -6% | -$13.3K | 0.04% | 296 |
|
|
2020
Q3 | $209K | Sell |
3,639
-197
| -5% | -$11.3K | 0.05% | 285 |
|
|
2020
Q2 | $209K | Sell |
3,836
-222
| -5% | -$12.1K | 0.05% | 302 |
|
|
2020
Q1 | $238K | Sell |
4,058
-483
| -11% | -$28.3K | 0.07% | 243 |
|
|
2019
Q4 | $310K | Hold |
4,541
| – | – | 0.08% | 258 |
|
|
2019
Q3 | $283K | Buy |
4,541
+612
| +16% | +$38.2K | 0.09% | 265 |
|
|
2019
Q2 | $258K | Hold |
3,929
| – | – | 0.08% | 251 |
|
|
2019
Q1 | $231K | Hold |
3,929
| – | – | 0.08% | 243 |
|
|
2018
Q4 | $196K | Hold |
3,929
| – | – | 0.08% | 257 |
|
|
2018
Q3 | $234K | Sell |
3,929
-239
| -6% | -$14.3K | 0.08% | 271 |
|
|
2018
Q2 | $232K | Hold |
4,168
| – | – | 0.08% | 252 |
|
|
2018
Q1 | $236K | Buy |
+4,168
| New | +$236K | 0.07% | 269 |
|