LWM
LBA Wealth Management’s Kohl's KSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $301K | Sell |
7,555
-725
| -9% | -$28.9K | 0.16% | 89 |
|
|
2016
Q4 | $409K | Sell |
8,280
-600
| -7% | -$29.6K | 0.22% | 75 |
|
|
2016
Q3 | $389K | Sell |
8,880
-215
| -2% | -$9.42K | 0.22% | 75 |
|
|
2016
Q2 | $345K | Sell |
9,095
-475
| -5% | -$18K | 0.19% | 80 |
|
|
2016
Q1 | $446K | Buy |
9,570
+320
| +3% | +$14.9K | 0.26% | 68 |
|
|
2015
Q4 | $441K | Buy |
9,250
+175
| +2% | +$8.34K | 0.25% | 71 |
|
|
2015
Q3 | $420K | Buy |
9,075
+1,300
| +17% | +$60.2K | 0.26% | 70 |
|
|
2015
Q2 | $487K | Buy |
7,775
+325
| +4% | +$20.4K | 0.31% | 60 |
|
|
2015
Q1 | $583K | Buy |
7,450
+2,275
| +44% | +$178K | 0.37% | 49 |
|
|
2014
Q4 | $316K | Buy |
5,175
+2,450
| +90% | +$150K | 0.21% | 68 |
|
|
2014
Q3 | $166K | Sell |
2,725
-175
| -6% | -$10.7K | 0.12% | 96 |
|
|
2014
Q2 | $153K | Hold |
2,900
| – | – | 0.12% | 101 |
|
|
2014
Q1 | $165K | Buy |
2,900
+925
| +47% | +$52.6K | 0.14% | 93 |
|
|
2013
Q4 | $112K | Buy |
+1,975
| New | +$112K | 0.09% | 121 |
|