MWPCG
Measured Wealth Private Client Group’s Knowles KN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-22,035
| Closed | -$403K | – | 170 |
|
2019
Q2 | $403K | Sell |
22,035
-6,485
| -23% | -$119K | 0.23% | 89 |
|
2019
Q1 | $503K | Buy |
28,520
+11,845
| +71% | +$209K | 0.31% | 65 |
|
2018
Q4 | $222K | Sell |
16,675
-6,685
| -29% | -$89K | 0.2% | 91 |
|
2018
Q3 | $389K | Buy |
23,360
+510
| +2% | +$8.49K | 0.23% | 75 |
|
2018
Q2 | $349K | Buy |
+22,850
| New | +$349K | 0.28% | 77 |
|