KCM Investment Advisors’s Altaba Inc. Common Stock AABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-15,088
| Closed | -$294K | – | 343 |
|
2019
Q3 | $294K | Sell |
15,088
-1,500
| -9% | -$29.2K | 0.02% | 289 |
|
2019
Q2 | $1.15M | Hold |
16,588
| – | – | 0.07% | 161 |
|
2019
Q1 | $1.23M | Sell |
16,588
-600
| -3% | -$44.5K | 0.08% | 160 |
|
2018
Q4 | $996K | Sell |
17,188
-200
| -1% | -$11.6K | 0.07% | 228 |
|
2018
Q3 | $1.18M | Sell |
17,388
-1,035
| -6% | -$70.5K | 0.07% | 218 |
|
2018
Q2 | $1.35M | Sell |
18,423
-200
| -1% | -$14.6K | 0.08% | 200 |
|
2018
Q1 | $1.38M | Sell |
18,623
-1,150
| -6% | -$85.2K | 0.08% | 215 |
|
2017
Q4 | $1.38M | Sell |
19,773
-950
| -5% | -$66.4K | 0.08% | 223 |
|
2017
Q3 | $1.37M | Buy |
20,723
+288
| +1% | +$19.1K | 0.08% | 221 |
|
2017
Q2 | $1.11M | Buy |
+20,435
| New | +$1.11M | 0.07% | 239 |
|