EverSource Wealth Advisors’s Kimball Electronics KE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $404 | Sell |
21
-6
| -22% | -$115 | ﹤0.01% | 3943 |
|
2025
Q1 | $444 | Buy |
27
+15
| +125% | +$247 | ﹤0.01% | 3497 |
|
2024
Q4 | $225 | Buy |
+12
| New | +$225 | ﹤0.01% | 3417 |
|
2024
Q3 | – | Sell |
-355
| Closed | -$8.41K | – | 3084 |
|
2024
Q2 | $8.41K | Buy |
355
+121
| +52% | +$2.87K | ﹤0.01% | 1943 |
|
2024
Q1 | $4.9K | Hold |
234
| – | – | ﹤0.01% | 2065 |
|
2023
Q4 | $6.31K | Sell |
234
-11
| -4% | -$296 | ﹤0.01% | 1764 |
|
2023
Q3 | $6.71K | Hold |
245
| – | – | ﹤0.01% | 1574 |
|
2023
Q2 | $6.77K | Buy |
245
+48
| +24% | +$1.33K | ﹤0.01% | 1604 |
|
2023
Q1 | $4.75K | Sell |
197
-88
| -31% | -$2.12K | ﹤0.01% | 1656 |
|
2022
Q4 | $6.44K | Hold |
285
| – | – | ﹤0.01% | 1500 |
|
2022
Q3 | $5K | Hold |
285
| – | – | ﹤0.01% | 1374 |
|
2022
Q2 | $6K | Buy |
285
+88
| +45% | +$1.85K | ﹤0.01% | 1203 |
|
2022
Q1 | $4K | Buy |
197
+74
| +60% | +$1.5K | ﹤0.01% | 1342 |
|
2021
Q4 | $3K | Buy |
+123
| New | +$3K | ﹤0.01% | 1434 |
|