Janiczek Wealth Management’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $21.5K | Sell |
379
-6
| -2% | -$340 | ﹤0.01% | 550 |
|
|
2024
Q1 | $20K | Buy |
385
+54
| +16% | +$2.81K | ﹤0.01% | 567 |
|
|
2023
Q4 | $13.7K | Buy |
331
+30
| +10% | +$1.24K | ﹤0.01% | 615 |
|
|
2023
Q3 | $12.4K | Buy |
301
+29
| +11% | +$1.19K | ﹤0.01% | 603 |
|
|
2023
Q2 | $9.9K | Buy |
272
+48
| +21% | +$1.75K | ﹤0.01% | 572 |
|
|
2023
Q1 | $8.31K | Sell |
224
-14
| -6% | -$519 | ﹤0.01% | 602 |
|
|
2022
Q4 | $10.8K | Buy |
238
+47
| +25% | +$2.14K | ﹤0.01% | 544 |
|
|
2022
Q3 | $6K | Sell |
191
-75
| -28% | -$2.36K | ﹤0.01% | 631 |
|
|
2022
Q2 | $10K | Sell |
266
-6
| -2% | -$226 | ﹤0.01% | 571 |
|
|
2022
Q1 | $13K | Hold |
272
| – | – | ﹤0.01% | 527 |
|
|
2021
Q4 | $13K | Sell |
272
-25
| -8% | -$1.2K | ﹤0.01% | 553 |
|
|
2021
Q3 | $14K | Sell |
297
-28
| -9% | -$1.32K | 0.01% | 515 |
|
|
2021
Q2 | $16K | Sell |
325
-7
| -2% | -$345 | 0.01% | 474 |
|
|
2021
Q1 | $16K | Sell |
332
-178
| -35% | -$8.58K | 0.01% | 446 |
|
|
2020
Q4 | $20K | Buy |
+510
| New | +$20K | 0.01% | 350 |
|