Ropes Wealth Advisors’s KLX Inc. KLXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-500
| Closed | -$31K | – | 557 |
|
|
2018
Q3 | $31K | Sell |
500
-93
| -16% | -$5.73K | 0.01% | 372 |
|
|
2018
Q2 | $36K | Hold |
593
| – | – | 0.01% | 379 |
|
|
2018
Q1 | $36K | Hold |
593
| – | – | 0.01% | 361 |
|
|
2017
Q4 | $34K | Buy |
+593
| New | +$28.5K | 0.01% | 384 |
|