Forvis Mazars Wealth Advisors’s Kimball International KBAL Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio KBAL Stock Details KBAL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-36,198	Closed	-$235K	–	417
2022 Q4	$235K	Hold	36,198	–	–	0.01%	358
2022 Q3	$227K	Hold	36,198	–	–	0.01%	360
2022 Q2	$278K	Sell	36,198 -1,594	-4%	-$12.2K	0.01%	331
2022 Q1	$320K	Hold	37,792	–	–	0.01%	236
2021 Q4	$387K	Sell	37,792 -3,712	-9%	-$38K	0.02%	202
2021 Q3	$464K	Sell	41,504 -614	-1%	-$6.86K	0.02%	182
2021 Q2	$554K	Buy	42,118 +614	+1%	+$8.08K	0.03%	166
2021 Q1	$581K	Hold	41,504	–	–	0.03%	163
2020 Q4	$496K	Buy	41,504 +27,438	+195%	+$328K	0.02%	229
2020 Q3	$148K	Hold	14,066	–	–	0.01%	320
2020 Q2	$163K	Hold	14,066	–	–	0.01%	304
2020 Q1	$167K	Hold	14,066	–	–	0.01%	276
2019 Q4	$291K	Sell	14,066 -729	-5%	-$15.1K	0.02%	241
2019 Q3	$286K	Sell	14,795 -206,511	-93%	-$3.99M	0.02%	227
2019 Q2	$3.86M	Sell	221,306 -53,600	-19%	-$934K	0.31%	40
2019 Q1	$3.89M	Buy	274,906 +255,961	+1,351%	+$3.62M	0.32%	42
2018 Q4	$269K	Sell	18,945 -255,961	-93%	-$3.63M	0.03%	190
2018 Q3	$4.6M	Sell	274,906 -128,491	-32%	-$2.15M	0.4%	31
2018 Q2	$6.52M	Sell	403,397 -44,254	-10%	-$715K	0.63%	19
2018 Q1	$7.63M	Buy	447,651 +428,706	+2,263%	+$7.31M	0.76%	15
2017 Q4	$354K	Buy	+18,945	New	+$354K	0.04%	184
2017 Q3	–	Sell	-459,138	Closed	-$7.66M	–	232
2017 Q2	$7.66M	Buy	+459,138	New	+$7.66M	0.87%	15
2016 Q3	–	Sell	-593,614	Closed	-$6.76M	–	201
2016 Q2	$6.76M	Buy	593,614 +560,181	+1,676%	+$6.38M	1%	16
2016 Q1	$379K	Hold	33,433	–	–	0.06%	126
2015 Q4	$327K	Buy	33,433 +12,575	+60%	+$123K	0.05%	143
2015 Q3	$197K	Hold	20,858	–	–	0.03%	177
2015 Q2	$254K	Buy	+20,858	New	+$254K	0.04%	156
2014 Q2	–	Sell	-141,185	Closed	-$2.56M	–	155
2014 Q1	$2.56M	Buy	141,185 +2,000	+1%	+$36.2K	0.45%	39
2013 Q4	$2.09M	Hold	139,185	–	–	0.39%	47
2013 Q3	$1.54M	Buy	+139,185	New	+$1.54M	0.32%	55