Mosaic Family Wealth’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-922
| Closed | -$45K | – | 802 |
|
|
2017
Q3 | $45K | Sell |
922
-39
| -4% | -$1.9K | 0.02% | 343 |
|
|
2017
Q2 | $49K | Sell |
961
-4
| -0.4% | -$204 | 0.02% | 316 |
|
|
2017
Q1 | $42K | Hold |
965
| – | – | 0.02% | 342 |
|
|
2016
Q4 | $34K | Hold |
965
| – | – | 0.02% | 366 |
|
|
2016
Q3 | $33K | Hold |
965
| – | – | 0.02% | 378 |
|
|
2016
Q2 | $28K | Hold |
965
| – | – | 0.01% | 402 |
|
|
2016
Q1 | $26K | Hold |
965
| – | – | 0.01% | 403 |
|
|
2015
Q4 | $26K | Buy |
+965
| New | +$26K | 0.01% | 410 |
|