CAPTRUST Financial Advisors’s Kimball International KBAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,282
| Closed | -$18K | – | 4458 |
|
|
2022
Q2 | $18K | Buy |
2,282
+734
| +47% | +$5.79K | ﹤0.01% | 3439 |
|
|
2022
Q1 | $13K | Sell |
1,548
-1,031
| -40% | -$8.66K | ﹤0.01% | 3679 |
|
|
2021
Q4 | $27K | Buy |
2,579
+183
| +8% | +$1.92K | ﹤0.01% | 3104 |
|
|
2021
Q3 | $27K | Sell |
2,396
-19
| -0.8% | -$214 | ﹤0.01% | 2981 |
|
|
2021
Q2 | $32K | Sell |
2,415
-5,787
| -71% | -$76.7K | ﹤0.01% | 2809 |
|
|
2021
Q1 | $116K | Sell |
8,202
-113
| -1% | -$1.6K | ﹤0.01% | 1851 |
|
|
2020
Q4 | $100K | Hold |
8,315
| – | – | ﹤0.01% | 1500 |
|
|
2020
Q3 | $89K | Sell |
8,315
-1,060
| -11% | -$11.3K | ﹤0.01% | 1387 |
|
|
2020
Q2 | $104K | Buy |
9,375
+185
| +2% | +$2.05K | ﹤0.01% | 1330 |
|
|
2020
Q1 | $101K | Buy |
+9,190
| New | +$101K | ﹤0.01% | 1122 |
|
|
2019
Q4 | – | Sell |
-1,590
| Closed | -$31K | – | 1927 |
|
|
2019
Q3 | $31K | Hold |
1,590
| – | – | ﹤0.01% | 1164 |
|
|
2019
Q2 | $28K | Buy |
+1,590
| New | +$28K | ﹤0.01% | 1174 |
|