Glassman Wealth Services’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-894
| Closed | -$37K | – | 1024 |
|
|
2023
Q4 | $37K | Buy |
894
+15
| +2% | +$621 | 0.01% | 530 |
|
|
2023
Q3 | $36.1K | Sell |
879
-51
| -5% | -$2.1K | 0.01% | 498 |
|
|
2023
Q2 | $33.9K | Buy |
930
+37
| +4% | +$1.35K | 0.01% | 500 |
|
|
2023
Q1 | $32.5K | Buy |
893
+10
| +1% | +$364 | 0.01% | 511 |
|
|
2022
Q4 | $34.1K | Buy |
883
+156
| +21% | +$6.03K | 0.01% | 517 |
|
|
2022
Q3 | $22K | Buy |
727
+201
| +38% | +$6.08K | ﹤0.01% | 587 |
|
|
2022
Q2 | $20K | Sell |
526
-41
| -7% | -$1.56K | ﹤0.01% | 620 |
|
|
2022
Q1 | $28K | Sell |
567
-129
| -19% | -$6.37K | 0.01% | 548 |
|
|
2021
Q4 | $32K | Buy |
696
+310
| +80% | +$14.3K | 0.01% | 485 |
|
|
2021
Q3 | $18K | Buy |
386
+24
| +7% | +$1.12K | ﹤0.01% | 612 |
|
|
2021
Q2 | $18K | Hold |
362
| – | – | ﹤0.01% | 601 |
|
|
2021
Q1 | $18K | Buy |
362
+69
| +24% | +$3.43K | ﹤0.01% | 555 |
|
|
2020
Q4 | $12K | Buy |
293
+18
| +7% | +$737 | ﹤0.01% | 674 |
|
|
2020
Q3 | $9K | Buy |
275
+134
| +95% | +$4.39K | ﹤0.01% | 649 |
|
|
2020
Q2 | $4K | Buy |
+141
| New | +$4K | ﹤0.01% | 681 |
|