EWM
Edge Wealth Management’s KBR KBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,418
| Closed | -$35K | – | 609 |
|
|
2019
Q2 | $35K | Hold |
1,418
| – | – | 0.01% | 288 |
|
|
2019
Q1 | $27K | Hold |
1,418
| – | – | 0.01% | 292 |
|
|
2018
Q4 | $22K | Hold |
1,418
| – | – | 0.01% | 319 |
|
|
2018
Q3 | $30K | Hold |
1,418
| – | – | 0.01% | 311 |
|
|
2018
Q2 | $25K | Sell |
1,418
-370
| -21% | -$6.52K | 0.01% | 330 |
|
|
2018
Q1 | $29K | Hold |
1,788
| – | – | 0.01% | 266 |
|
|
2017
Q4 | $35K | Hold |
1,788
| – | – | 0.01% | 255 |
|
|
2017
Q3 | $32K | Hold |
1,788
| – | – | 0.01% | 259 |
|
|
2017
Q2 | $28K | Sell |
1,788
-60
| -3% | -$940 | 0.01% | 257 |
|
|
2017
Q1 | $28K | Buy |
1,848
+1,088
| +143% | +$16.5K | 0.01% | 252 |
|
|
2016
Q4 | $13K | Hold |
760
| – | – | ﹤0.01% | 309 |
|
|
2016
Q3 | $11K | Hold |
760
| – | – | ﹤0.01% | 316 |
|
|
2016
Q2 | $10K | Hold |
760
| – | – | ﹤0.01% | 309 |
|
|
2016
Q1 | $12K | Buy |
760
+700
| +1,167% | +$11.1K | 0.01% | 267 |
|
|
2015
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 420 |
|
|
2015
Q3 | $1K | Sell |
60
-3,866
| -98% | -$64.4K | ﹤0.01% | 423 |
|
|
2015
Q2 | $76K | Sell |
3,926
-1,460
| -27% | -$28.3K | 0.03% | 163 |
|
|
2015
Q1 | $78K | Sell |
5,386
-28,278
| -84% | -$410K | 0.03% | 154 |
|
|
2014
Q4 | $577K | Sell |
33,664
-5,223
| -13% | -$89.5K | 0.21% | 61 |
|
|
2014
Q3 | $733K | Sell |
38,887
-167,232
| -81% | -$3.15M | 0.28% | 49 |
|
|
2014
Q2 | $4.92M | Buy |
206,119
+37,002
| +22% | +$883K | 2.04% | 19 |
|
|
2014
Q1 | $4.51M | Buy |
169,117
+11,573
| +7% | +$309K | 1.89% | 20 |
|
|
2013
Q4 | $5.02M | Buy |
157,544
+157,484
| +262,473% | +$5.02M | 2.32% | 19 |
|
|
2013
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 300 |
|
|
2013
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 286 |
|