Avior Wealth Management’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,687
| Closed | -$153K | – | 1589 |
|
|
2024
Q4 | $153K | Sell |
2,687
-4
| -0.1% | -$228 | 0.01% | 786 |
|
|
2024
Q3 | $166K | Sell |
2,691
-12
| -0.4% | -$741 | 0.01% | 747 |
|
|
2024
Q2 | $153K | Sell |
2,703
-1,235
| -31% | -$69.9K | 0.01% | 747 |
|
|
2024
Q1 | $205K | Buy |
3,938
+3,896
| +9,276% | +$203K | 0.01% | 703 |
|
|
2023
Q4 | $1.74K | Sell |
42
-8
| -16% | -$331 | ﹤0.01% | 1322 |
|
|
2023
Q3 | $2.06K | Hold |
50
| – | – | ﹤0.01% | 1380 |
|
|
2023
Q2 | $1.82K | Buy |
+50
| New | +$1.82K | ﹤0.01% | 1360 |
|
|
2020
Q2 | – | Sell |
-51
| Closed | -$1K | – | 952 |
|
|
2020
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 730 |
|
|
2019
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 721 |
|
|
2019
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 727 |
|
|
2019
Q2 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 731 |
|