Plante Moran Financial Advisors’s Kate Spade & Company KATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-166
| Closed | -$3K | – | 1026 |
|
|
2016
Q2 | $3K | Buy |
+166
| New | +$3K | ﹤0.01% | 769 |
|
|
2015
Q4 | – | Sell |
-20
| Closed | – | – | 1025 |
|
|
2015
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 778 |
|
|
2015
Q1 | – | Sell |
-400
| Closed | -$13K | – | 835 |
|
|
2014
Q4 | $13K | Buy |
400
+200
| +100% | +$6.5K | 0.01% | 491 |
|
|
2014
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 688 |
|