Beverly Hills Private Wealth’s KB Financial Group KB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,851
Closed -$732K 347
2024
Q3
$732K Buy
11,851
+3,830
+48% +$237K 0.15% 145
2024
Q2
$454K Buy
8,021
+2,837
+55% +$161K 0.1% 195
2024
Q1
$270K Buy
+5,184
New +$270K 0.06% 294