One Wealth Advisors’s Kohl's KSS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-5,231
| Closed | -$260K | – | 124 |
|
2019
Q3 | $260K | Sell |
5,231
-596
| -10% | -$29.6K | 0.23% | 72 |
|
2019
Q2 | $277K | Buy |
5,827
+312
| +6% | +$14.8K | 0.23% | 79 |
|
2019
Q1 | $379K | Buy |
5,515
+536
| +11% | +$36.8K | 0.31% | 49 |
|
2018
Q4 | $330K | Buy |
4,979
+2,023
| +68% | +$134K | 0.33% | 52 |
|
2018
Q3 | $220K | Sell |
2,956
-46
| -2% | -$3.42K | 0.17% | 111 |
|
2018
Q2 | $219K | Sell |
3,002
-3,521
| -54% | -$257K | 0.17% | 114 |
|
2018
Q1 | $427K | Buy |
6,523
+357
| +6% | +$23.4K | 0.38% | 34 |
|
2017
Q4 | $334K | Buy |
+6,166
| New | +$334K | 0.27% | 61 |
|