Geneos Wealth Management’s Kemper KMPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,715
| Closed | -$325K | – | 2297 |
|
|
2018
Q1 | $325K | Hold |
5,715
| – | – | 0.03% | 399 |
|
|
2017
Q4 | $393K | Hold |
5,715
| – | – | 0.04% | 366 |
|
|
2017
Q3 | $302K | Hold |
5,715
| – | – | 0.03% | 402 |
|
|
2017
Q2 | $220K | Buy |
5,715
+3,915
| +218% | +$151K | 0.02% | 471 |
|
|
2017
Q1 | $71K | Hold |
1,800
| – | – | 0.01% | 766 |
|
|
2016
Q4 | $79K | Hold |
1,800
| – | – | 0.01% | 679 |
|
|
2016
Q3 | $70K | Hold |
1,800
| – | – | 0.01% | 689 |
|
|
2016
Q2 | $56K | Hold |
1,800
| – | – | 0.01% | 770 |
|
|
2016
Q1 | $53K | Buy |
+1,800
| New | +$53K | 0.01% | 778 |
|