CPIG
KBAL
Chicago Partners Investment Group’s Kimball International KBAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-55,314
| Closed | -$841K | – | 355 |
|
|
2018
Q4 | $841K | Buy |
55,314
+757
| +1% | +$11.5K | 0.12% | 143 |
|
|
2018
Q3 | $867K | Buy |
54,557
+4,375
| +9% | +$69.5K | 0.13% | 130 |
|
|
2018
Q2 | $811K | Hold |
50,182
| – | – | 0.13% | 124 |
|
|
2018
Q1 | $855K | Hold |
50,182
| – | – | 0.15% | 107 |
|
|
2017
Q4 | $937K | Hold |
50,182
| – | – | 0.15% | 105 |
|
|
2017
Q3 | $992K | Buy |
+50,182
| New | +$992K | 0.17% | 96 |
|
|
2017
Q2 | – | Sell |
-50,182
| Closed | -$828K | – | 827 |
|
|
2017
Q1 | $828K | Buy |
50,182
+47,982
| +2,181% | +$792K | 0.23% | 74 |
|
|
2016
Q4 | $39K | Hold |
2,200
| – | – | 0.01% | 325 |
|
|
2016
Q3 | $28K | Hold |
2,200
| – | – | 0.01% | 341 |
|
|
2016
Q2 | $25K | Hold |
2,200
| – | – | 0.01% | 298 |
|
|
2016
Q1 | $25K | Hold |
2,200
| – | – | 0.01% | 280 |
|
|
2015
Q4 | $21K | Hold |
2,200
| – | – | 0.01% | 340 |
|
|
2015
Q3 | $21K | Hold |
2,200
| – | – | 0.01% | 286 |
|
|
2015
Q2 | $27K | Sell |
2,200
-328
| -13% | -$4.03K | 0.01% | 280 |
|
|
2015
Q1 | $23K | Buy |
2,528
+328
| +15% | +$2.98K | 0.01% | 283 |
|
|
2014
Q4 | $20K | Buy |
+2,200
| New | +$20K | 0.01% | 289 |
|