GWM
KBAL
Guardian Wealth Management’s Kimball International KBAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-902
| Closed | -$6K | – | 271 |
|
|
2022
Q3 | $6K | Buy |
902
+10
| +1% | +$67 | 0.01% | 184 |
|
|
2022
Q2 | $7K | Buy |
892
+10
| +1% | +$78 | 0.01% | 177 |
|
|
2022
Q1 | $7K | Buy |
882
+8
| +0.9% | +$63 | 0.01% | 187 |
|
|
2021
Q4 | $9K | Buy |
+874
| New | +$9K | 0.01% | 174 |
|