Carson Wealth (CWM LLC)’s Kimball International KBAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-891
| Closed | -$11K | – | 4568 |
|
|
2023
Q1 | $11K | Buy |
891
+455
| +104% | +$5.62K | ﹤0.01% | 2917 |
|
|
2022
Q4 | $3K | Buy |
+436
| New | +$3K | ﹤0.01% | 3482 |
|
|
2022
Q2 | – | Sell |
-709
| Closed | -$6K | – | 4166 |
|
|
2022
Q1 | $6K | Buy |
+709
| New | +$6K | ﹤0.01% | 2793 |
|