Integrated Wealth Management’s Kimball Electronics KE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-1,753
| Closed | -$24K | – | 658 |
|
2016
Q3 | $24K | Hold |
1,753
| – | – | 0.01% | 558 |
|
2016
Q2 | $22K | Hold |
1,753
| – | – | 0.01% | 574 |
|
2016
Q1 | $20K | Hold |
1,753
| – | – | 0.01% | 556 |
|
2015
Q4 | $19K | Hold |
1,753
| – | – | 0.01% | 598 |
|
2015
Q3 | $21K | Hold |
1,753
| – | – | 0.01% | 565 |
|
2015
Q2 | $26K | Buy |
1,753
+991
| +130% | +$14.7K | 0.01% | 534 |
|
2015
Q1 | $10K | Buy |
+762
| New | +$10K | ﹤0.01% | 767 |
|