SWM
SVA Wealth Management’s Kemper KMPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $202K | Buy |
+2,630
| New | +$202K | 0.02% | 223 |
|
|
2020
Q1 | – | Sell |
-2,630
| Closed | -$204K | – | 202 |
|
|
2019
Q4 | $204K | Hold |
2,630
| – | – | 0.02% | 201 |
|
|
2019
Q3 | $205K | Hold |
2,630
| – | – | 0.02% | 195 |
|
|
2019
Q2 | $227K | Hold |
2,630
| – | – | 0.02% | 196 |
|
|
2019
Q1 | $200K | Buy |
+2,630
| New | +$200K | 0.02% | 202 |
|
|
2018
Q4 | – | Sell |
-2,630
| Closed | -$212K | – | 212 |
|
|
2018
Q3 | $212K | Buy |
+2,630
| New | +$212K | 0.02% | 206 |
|
|
2018
Q1 | – | Sell |
-3,330
| Closed | -$229K | – | 209 |
|
|
2017
Q4 | $229K | Buy |
+3,330
| New | +$229K | 0.03% | 193 |
|
|
2016
Q1 | – | Sell |
-7,330
| Closed | -$273K | – | 209 |
|
|
2015
Q4 | $273K | Hold |
7,330
| – | – | 0.05% | 187 |
|
|
2015
Q3 | $259K | Hold |
7,330
| – | – | 0.05% | 183 |
|
|
2015
Q2 | $283K | Buy |
+7,330
| New | +$283K | 0.05% | 180 |
|