Principle Wealth Partners’s Kohl's KSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,995
| Closed | -$207K | – | 345 |
|
|
2024
Q2 | $207K | Hold |
8,995
| – | – | 0.02% | 319 |
|
|
2024
Q1 | $262K | Sell |
8,995
-180
| -2% | -$5.25K | 0.02% | 302 |
|
|
2023
Q4 | $263K | Buy |
+9,175
| New | +$263K | 0.02% | 289 |
|
|
2023
Q3 | – | Sell |
-10,740
| Closed | -$248K | – | 325 |
|
|
2023
Q2 | $248K | Hold |
10,740
| – | – | 0.02% | 288 |
|
|
2023
Q1 | $253K | Buy |
10,740
+825
| +8% | +$19.4K | 0.03% | 282 |
|
|
2022
Q4 | $250K | Buy |
+9,915
| New | +$250K | 0.03% | 279 |
|