Integrated Wealth Management’s Kimball International KBAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,216
| Closed | -$25K | – | 1389 |
|
|
2016
Q1 | $25K | Hold |
2,216
| – | – | 0.01% | 512 |
|
|
2015
Q4 | $22K | Hold |
2,216
| – | – | 0.01% | 569 |
|
|
2015
Q3 | $21K | Hold |
2,216
| – | – | 0.01% | 575 |
|
|
2015
Q2 | $27K | Buy |
2,216
+1,199
| +118% | +$14.6K | 0.01% | 525 |
|
|
2015
Q1 | $10K | Buy |
+1,017
| New | +$10K | ﹤0.01% | 777 |
|