JFS Wealth Advisors’s Kaman Corp KAMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,467
| Closed | -$204K | – | 577 |
|
|
2017
Q4 | $204K | Hold |
3,467
| – | – | 0.05% | 137 |
|
|
2017
Q3 | $193K | Sell |
3,467
-289
| -8% | -$16.1K | 0.05% | 130 |
|
|
2017
Q2 | $187K | Buy |
3,756
+1
| +0% | +$50 | 0.05% | 122 |
|
|
2017
Q1 | $184K | Hold |
3,755
| – | – | 0.05% | 133 |
|
|
2016
Q4 | $184K | Hold |
3,755
| – | – | 0.05% | 133 |
|
|
2016
Q3 | $165K | Sell |
3,755
-326
| -8% | -$14.3K | 0.05% | 143 |
|
|
2016
Q2 | $174K | Buy |
4,081
+1
| +0% | +$43 | 0.05% | 167 |
|
|
2016
Q1 | $174K | Sell |
4,080
-91
| -2% | -$3.88K | 0.05% | 141 |
|
|
2015
Q4 | $170K | Buy |
4,171
+1
| +0% | +$41 | 0.05% | 147 |
|
|
2015
Q3 | $150K | Buy |
4,170
+2,745
| +193% | +$98.7K | 0.07% | 128 |
|
|
2015
Q2 | $60K | Buy |
1,425
+1
| +0.1% | +$42 | 0.03% | 168 |
|
|
2015
Q1 | $60K | Buy |
1,424
+85
| +6% | +$3.58K | 0.03% | 169 |
|
|
2014
Q4 | $54K | Hold |
1,339
| – | – | 0.01% | 179 |
|
|
2014
Q3 | $53K | Buy |
1,339
+1
| +0.1% | +$40 | 0.01% | 173 |
|
|
2014
Q2 | $57K | Buy |
+1,338
| New | +$57K | 0.01% | 173 |
|