Mount Yale Investment Advisors’s KB Financial Group KB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Buy	+2,464	New	+$204K	0.02%	540
2022 Q2	–	Sell	-5,973	Closed	-$292K	–	477
2022 Q1	$292K	Buy	+5,973	New	+$292K	0.03%	373
2021 Q3	–	Sell	-4,534	Closed	-$224K	–	473
2021 Q2	$224K	Buy	+4,534	New	+$224K	0.03%	388