Ironwood Investment Management’s Kate Spade & Company KATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-46,179
| Closed | -$854K | – | 168 |
|
|
2017
Q2 | $854K | Sell |
46,179
-2,628
| -5% | -$48.6K | 0.62% | 58 |
|
|
2017
Q1 | $1.13M | Sell |
48,807
-1,267
| -3% | -$29.4K | 0.85% | 36 |
|
|
2016
Q4 | $935K | Buy |
50,074
+11,358
| +29% | +$212K | 0.68% | 52 |
|
|
2016
Q3 | $663K | Buy |
38,716
+7,421
| +24% | +$127K | 0.51% | 79 |
|
|
2016
Q2 | $645K | Sell |
31,295
-9,630
| -24% | -$198K | 0.48% | 83 |
|
|
2016
Q1 | $1.04M | Buy |
+40,925
| New | +$1.04M | 0.68% | 61 |
|