SVB Wealth’s Kyocera Adr KYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,006
| Closed | -$439K | – | 984 |
|
|
2021
Q3 | $439K | Buy |
7,006
+1,499
| +27% | +$93.9K | 0.01% | 644 |
|
|
2021
Q2 | $340K | Buy |
+5,507
| New | +$340K | ﹤0.01% | 708 |
|
|
2015
Q3 | – | Sell |
-12,412
| Closed | -$646K | – | 578 |
|
|
2015
Q2 | $646K | Buy |
12,412
+15
| +0.1% | +$781 | 0.02% | 377 |
|
|
2015
Q1 | $681K | Buy |
12,397
+930
| +8% | +$51.1K | 0.02% | 363 |
|
|
2014
Q4 | $525K | Buy |
+11,467
| New | +$525K | 0.02% | 397 |
|