Shelton Capital Management’s Kyocera Adr KYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,000
| Closed | -$408K | – | 889 |
|
|
2017
Q2 | $408K | Hold |
7,000
| – | – | 0.03% | 431 |
|
|
2017
Q1 | $393K | Hold |
7,000
| – | – | 0.03% | 447 |
|
|
2016
Q4 | $348K | Sell |
7,000
-5,300
| -43% | -$263K | 0.03% | 546 |
|
|
2016
Q3 | $592K | Hold |
12,300
| – | – | 0.05% | 313 |
|
|
2016
Q2 | $586K | Hold |
12,300
| – | – | 0.05% | 325 |
|
|
2016
Q1 | $543K | Hold |
12,300
| – | – | 0.05% | 329 |
|
|
2015
Q4 | $567K | Hold |
12,300
| – | – | 0.05% | 314 |
|
|
2015
Q3 | $566K | Hold |
12,300
| – | – | 0.06% | 305 |
|
|
2015
Q2 | $640K | Hold |
12,300
| – | – | 0.07% | 281 |
|
|
2015
Q1 | $676K | Hold |
12,300
| – | – | 0.07% | 273 |
|
|
2014
Q4 | $564K | Buy |
12,300
+2,600
| +27% | +$119K | 0.07% | 323 |
|
|
2014
Q3 | $453K | Hold |
9,700
| – | – | 0.06% | 375 |
|
|
2014
Q2 | $462K | Buy |
9,700
+1,400
| +17% | +$66.7K | 0.06% | 379 |
|
|
2014
Q1 | $376K | Buy |
8,300
+3,400
| +69% | +$154K | 0.06% | 436 |
|
|
2013
Q4 | $246K | Buy |
+4,900
| New | +$246K | 0.04% | 613 |
|