KCS Wealth Advisory’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $738K | Sell |
17,953
-1,384
| -7% | -$56.9K | 0.31% | 77 |
|
|
2023
Q2 | $704K | Buy |
19,337
+680
| +4% | +$24.8K | 0.24% | 93 |
|
|
2023
Q1 | $679K | Buy |
18,657
+4,105
| +28% | +$150K | 0.26% | 90 |
|
|
2022
Q4 | $563K | Buy |
14,552
+24
| +0.2% | +$928 | 0.23% | 97 |
|
|
2022
Q3 | $438K | Buy |
14,528
+6,917
| +91% | +$209K | 0.2% | 105 |
|
|
2022
Q2 | $283K | Buy |
7,611
+3,319
| +77% | +$123K | 0.13% | 132 |
|
|
2022
Q1 | $210K | Buy |
+4,292
| New | +$210K | 0.1% | 150 |
|
|
2019
Q4 | – | Sell |
-2,494
| Closed | -$89.1K | – | 280 |
|
|
2019
Q3 | $89.1K | Buy |
+2,494
| New | +$89.1K | 0.06% | 208 |
|
|
2019
Q1 | – | Sell |
-5,192
| Closed | -$218K | – | 153 |
|
|
2018
Q4 | $218K | Sell |
5,192
-250
| -5% | -$10.5K | 0.23% | 138 |
|
|
2018
Q3 | $263K | Sell |
5,442
-972
| -15% | -$47K | 0.24% | 128 |
|
|
2018
Q2 | $298K | Sell |
6,414
-496
| -7% | -$23K | 0.28% | 122 |
|
|
2018
Q1 | $400K | Sell |
6,910
-1,569
| -19% | -$90.8K | 0.36% | 110 |
|
|
2017
Q4 | $496K | Buy |
+8,479
| New | +$496K | 0.48% | 82 |
|