Steward Partners Investment Advisory’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-31
| Closed | -$1K | – | 2604 |
|
|
2019
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 2521 |
|
|
2019
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 2533 |
|
|
2019
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 2537 |
|
|
2018
Q4 | – | Sell |
-7,516
| Closed | -$363K | – | 1493 |
|
|
2018
Q3 | $363K | Sell |
7,516
-4,327
| -37% | -$209K | 0.02% | 579 |
|
|
2018
Q2 | $550K | Buy |
11,843
+426
| +4% | +$19.8K | 0.03% | 445 |
|
|
2018
Q1 | $661K | Buy |
11,417
+4,414
| +63% | +$256K | 0.05% | 359 |
|
|
2017
Q4 | $409K | Buy |
7,003
+6,972
| +22,490% | +$407K | 0.03% | 401 |
|
|
2017
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1597 |
|