SGAM
KBAL
Smith Group Asset Management’s Kimball International KBAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,503
| Closed | -$32K | – | 461 |
|
|
2014
Q4 | $32K | Sell |
3,503
-1,112
| -24% | -$10.2K | ﹤0.01% | 333 |
|
|
2014
Q3 | $52K | Buy |
4,615
+148
| +3% | +$1.67K | ﹤0.01% | 252 |
|
|
2014
Q2 | $58K | Hold |
4,467
| – | – | ﹤0.01% | 250 |
|
|
2014
Q1 | $63K | Hold |
4,467
| – | – | ﹤0.01% | 243 |
|
|
2013
Q4 | $52K | Buy |
4,467
+141
| +3% | +$1.64K | ﹤0.01% | 232 |
|
|
2013
Q3 | $37K | Buy |
4,326
+1,231
| +40% | +$10.5K | ﹤0.01% | 251 |
|
|
2013
Q2 | $23K | Buy |
+3,095
| New | +$23K | ﹤0.01% | 286 |
|