SVB Wealth’s Kate Spade & Company KATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-13,559
| Closed | -$259K | – | 568 |
|
|
2015
Q3 | $259K | Sell |
13,559
-22,015
| -62% | -$421K | 0.01% | 483 |
|
|
2015
Q2 | $766K | Sell |
35,574
-990
| -3% | -$21.3K | 0.03% | 351 |
|
|
2015
Q1 | $1.22M | Buy |
36,564
+4,594
| +14% | +$153K | 0.04% | 296 |
|
|
2014
Q4 | $1.02M | Buy |
+31,970
| New | +$1.02M | 0.03% | 302 |
|