CAPTRUST Financial Advisors’s Kyocera Adr KYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-513
| Closed | -$27K | – | 4661 |
|
|
2022
Q2 | $27K | Buy |
513
+186
| +57% | +$9.79K | ﹤0.01% | 3209 |
|
|
2022
Q1 | $18K | Buy |
327
+129
| +65% | +$7.1K | ﹤0.01% | 3465 |
|
|
2021
Q4 | $12K | Sell |
198
-48
| -20% | -$2.91K | ﹤0.01% | 3636 |
|
|
2021
Q3 | $15K | Hold |
246
| – | – | ﹤0.01% | 3376 |
|
|
2021
Q2 | $15K | Sell |
246
-36
| -13% | -$2.2K | ﹤0.01% | 3327 |
|
|
2021
Q1 | $18K | Buy |
282
+88
| +45% | +$5.62K | ﹤0.01% | 3092 |
|
|
2020
Q4 | $12K | Hold |
194
| – | – | ﹤0.01% | 2499 |
|
|
2020
Q3 | $11K | Buy |
194
+170
| +708% | +$9.64K | ﹤0.01% | 2260 |
|
|
2020
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 2793 |
|