SWM
SVA Wealth Management’s Kohl's KSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-33,902
| Closed | -$1.57M | – | 213 |
|
|
2015
Q3 | $1.57M | Buy |
33,902
+3,753
| +12% | +$174K | 0.29% | 87 |
|
|
2015
Q2 | $1.89M | Buy |
30,149
+7,138
| +31% | +$447K | 0.35% | 80 |
|
|
2015
Q1 | $1.8M | Buy |
23,011
+7,313
| +47% | +$572K | 0.33% | 86 |
|
|
2014
Q4 | $958K | Buy |
15,698
+4,293
| +38% | +$262K | 0.35% | 73 |
|
|
2014
Q3 | $696K | Buy |
11,405
+338
| +3% | +$20.6K | 0.3% | 81 |
|
|
2014
Q2 | $583K | Buy |
11,067
+383
| +4% | +$20.2K | 0.25% | 89 |
|
|
2014
Q1 | $607K | Buy |
10,684
+1,625
| +18% | +$92.3K | 0.29% | 81 |
|
|
2013
Q4 | $514K | Buy |
+9,059
| New | +$514K | 0.31% | 81 |
|