BWP
BSW Wealth Partners’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
+3,611
| New | +$298K | 0.04% | 243 |
|
|
2023
Q1 | – | Sell |
-6,500
| Closed | -$251K | – | 326 |
|
|
2022
Q4 | $251K | Buy |
+6,500
| New | +$251K | 0.05% | 249 |
|
|
2022
Q2 | – | Sell |
-5,238
| Closed | -$256K | – | 297 |
|
|
2022
Q1 | $256K | Buy |
+5,238
| New | +$256K | 0.06% | 228 |
|
|
2021
Q3 | – | Sell |
-5,450
| Closed | -$269K | – | 261 |
|
|
2021
Q2 | $269K | Buy |
5,450
+338
| +7% | +$16.7K | 0.07% | 188 |
|
|
2021
Q1 | $253K | Buy |
+5,112
| New | +$253K | 0.07% | 170 |
|