KCS Wealth Advisory’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-19,886
| Closed | -$35K | – | 150 |
|
|
2020
Q3 | $35K | Sell |
19,886
-4,743
| -19% | -$8.35K | 0.03% | 142 |
|
|
2020
Q2 | $57K | Hold |
24,629
| – | – | 0.05% | 141 |
|
|
2020
Q1 | $55K | Buy |
+24,629
| New | +$55K | 0.06% | 138 |
|
|
2019
Q4 | – | Sell |
-190
| Closed | -$732 | – | 356 |
|
|
2019
Q3 | $732 | Buy |
+190
| New | +$732 | ﹤0.01% | 440 |
|
|
2018
Q1 | – | Sell |
-17,317
| Closed | -$109K | – | 177 |
|
|
2017
Q4 | $109K | Buy |
+17,317
| New | +$109K | 0.11% | 170 |
|