Creative Planning’s Kimball International KBAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-200
| Closed | -$3K | – | 3838 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 4143 |
|
|
2017
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 4123 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$8K | – | 3096 |
|
|
2015
Q1 | $8K | Hold |
800
| – | – | ﹤0.01% | 3296 |
|
|
2014
Q4 | $7K | Sell |
800
-2,787
| -78% | -$24.4K | ﹤0.01% | 3283 |
|
|
2014
Q3 | $42K | Hold |
3,587
| – | – | ﹤0.01% | 2024 |
|
|
2014
Q2 | $47K | Hold |
3,587
| – | – | ﹤0.01% | 1898 |
|
|
2014
Q1 | $51K | Buy |
3,587
+2,562
| +250% | +$36.4K | ﹤0.01% | 1781 |
|
|
2013
Q4 | $12K | Sell |
1,025
-256
| -20% | -$3K | ﹤0.01% | 2490 |
|
|
2013
Q3 | $11K | Hold |
1,281
| – | – | ﹤0.01% | 2422 |
|
|
2013
Q2 | $10K | Buy |
+1,281
| New | +$10K | ﹤0.01% | 2290 |
|