BSW Wealth Partners’s KB Financial Group KB Stock Holding History

BSW Wealth Partners’s Portfolio KB Stock Details KB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$366K	Buy
2025 Q2	$298K	Buy
2023 Q1	–	Sell
2022 Q4	$251K	Buy
2022 Q2	–	Sell
2022 Q1	$256K	Buy
2021 Q3	–	Sell
2021 Q2	$269K	Buy
2021 Q1	$253K	Buy