Penn Capital Management’s Kimball International KBAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-204,008
| Closed | -$1.33M | – | 204 |
|
|
2022
Q4 | $1.33M | Sell |
204,008
-70,481
| -26% | -$458K | 0.14% | 134 |
|
|
2022
Q3 | $1.73M | Sell |
274,489
-14,167
| -5% | -$89.1K | 0.19% | 118 |
|
|
2022
Q2 | $2.21M | Buy |
288,656
+87,654
| +44% | +$672K | 0.24% | 101 |
|
|
2022
Q1 | $1.81M | Buy |
201,002
+30,072
| +18% | +$271K | 0.19% | 141 |
|
|
2021
Q4 | $1.91M | Hold |
170,930
| – | – | 0.19% | 137 |
|
|
2021
Q3 | $1.91M | Buy |
170,930
+19,511
| +13% | +$218K | 0.19% | 138 |
|
|
2021
Q2 | $1.99M | Buy |
+151,419
| New | +$1.99M | 0.19% | 146 |
|