Petrus Trust Company’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 |
-16,336
| Closed | -$106K | – | 726 |
|
|
2022
Q4 | $106K | Buy |
+16,336
| New | +$106K | 0.01% | 458 |
|
|
2020
Q4 | – | Sell |
-22,916
| Closed | -$242K | – | 260 |
|
|
2020
Q3 | $242K | Sell |
22,916
-4,218
| -16% | -$44.5K | 0.03% | 140 |
|
|
2020
Q2 | $314K | Buy |
27,134
+11,426
| +73% | +$132K | 0.04% | 65 |
|
|
2020
Q1 | $187K | Buy |
+15,708
| New | +$187K | 0.03% | 109 |
|
|
2019
Q2 | – | Sell |
-14,287
| Closed | -$202K | – | 365 |
|
|
2019
Q1 | $202K | Buy |
+14,287
| New | +$202K | 0.04% | 232 |
|