KCS Wealth Advisory’s Woori Financial WF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,666
| Closed | -$114K | – | 407 |
|
|
2019
Q3 | $114K | Buy |
+3,666
| New | +$114K | 0.08% | 186 |
|
|
2019
Q1 | – | Sell |
-5,098
| Closed | -$215K | – | 156 |
|
|
2018
Q4 | $215K | Sell |
5,098
-102
| -2% | -$4.3K | 0.23% | 140 |
|
|
2018
Q3 | $236K | Sell |
5,200
-903
| -15% | -$41K | 0.22% | 135 |
|
|
2018
Q2 | $268K | Sell |
6,103
-364
| -6% | -$16K | 0.25% | 132 |
|
|
2018
Q1 | $268K | Sell |
6,467
-2,269
| -26% | -$94K | 0.24% | 134 |
|
|
2017
Q4 | $390K | Buy |
+8,736
| New | +$390K | 0.38% | 103 |
|