CWM
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Cabot Wealth Management’s KB Financial Group KB Stock Holding History

Cabot Wealth Management’s Portfolio KB Stock Details KB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,195
Closed -$207K – 167
2021
Q2 		$207K Hold
4,195
– – 0.03% 157
2021
Q1 		$207K Buy
+4,195
New +$207K 0.03% 158