IFP Advisors’s Kate Spade & Company KATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5453 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5260 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5077 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4834 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4627 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4388 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4240 |
|
|
2017
Q3 | – | Sell |
-8,093
| Closed | -$150K | – | 4334 |
|
|
2017
Q2 | $150K | Sell |
8,093
-79
| -1% | -$1.46K | 0.01% | 1287 |
|
|
2017
Q1 | $190K | Buy |
8,172
+800
| +11% | +$18.6K | 0.01% | 1141 |
|
|
2016
Q4 | $138K | Sell |
7,372
-128
| -2% | -$2.4K | 0.01% | 1251 |
|
|
2016
Q3 | $128K | Buy |
7,500
+128
| +2% | +$2.19K | 0.01% | 1229 |
|
|
2016
Q2 | $152K | Buy |
+7,372
| New | +$152K | 0.01% | 1110 |
|
|
2016
Q1 | – | Sell |
-23,511
| Closed | -$418K | – | 4063 |
|
|
2015
Q4 | $418K | Buy |
+23,511
| New | +$418K | 0.03% | 543 |
|