Balasa Dinverno & Foltz’s World Kinect Corp WKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,310
| Closed | -$578K | – | 297 |
|
|
2019
Q4 | $578K | Buy |
13,310
+894
| +7% | +$38.8K | 0.06% | 146 |
|
|
2019
Q3 | $496K | Buy |
12,416
+4,212
| +51% | +$168K | 0.06% | 152 |
|
|
2019
Q2 | $295K | Buy |
+8,204
| New | +$295K | 0.03% | 187 |
|
|
2017
Q3 | – | Sell |
-18,070
| Closed | -$695K | – | 217 |
|
|
2017
Q2 | $695K | Buy |
18,070
+4,633
| +34% | +$178K | 0.11% | 79 |
|
|
2017
Q1 | $487K | Buy |
+13,437
| New | +$487K | 0.08% | 108 |
|