Financial Architects (New Jersey)’s Kate Spade & Company KATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,870
| Closed | -$35K | – | 1535 |
|
|
2017
Q2 | $35K | Buy |
1,870
+870
| +87% | +$16.3K | 0.01% | 704 |
|
|
2017
Q1 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 811 |
|
|
2016
Q4 | $19K | Buy |
1,000
+500
| +100% | +$9.5K | ﹤0.01% | 850 |
|
|
2016
Q3 | $9K | Sell |
500
-3,900
| -89% | -$70.2K | ﹤0.01% | 1018 |
|
|
2016
Q2 | $91K | Hold |
4,400
| – | – | 0.03% | 391 |
|
|
2016
Q1 | $112K | Buy |
+4,400
| New | +$112K | 0.04% | 255 |
|
|
2015
Q3 | – | Sell |
-2,875
| Closed | -$62K | – | 1099 |
|
|
2015
Q2 | $62K | Buy |
2,875
+1,750
| +156% | +$37.7K | 0.02% | 393 |
|
|
2015
Q1 | $38K | Sell |
1,125
-25
| -2% | -$844 | 0.01% | 445 |
|
|
2014
Q4 | $37K | Sell |
1,150
-100
| -8% | -$3.22K | 0.02% | 404 |
|
|
2014
Q3 | $33K | Sell |
1,250
-250
| -17% | -$6.6K | 0.02% | 376 |
|
|
2014
Q2 | $57K | Buy |
+1,500
| New | +$57K | 0.03% | 306 |
|
|
2013
Q4 | – | Sell |
-1,750
| Closed | -$45K | – | 661 |
|
|
2013
Q3 | $45K | Buy |
1,750
+1,050
| +150% | +$27K | 0.03% | 259 |
|
|
2013
Q2 | $16K | Buy |
+700
| New | +$16K | 0.01% | 408 |
|