United Capital Financial Advisors’s KapStone Paper and Pack Corp. KS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-22,096
| Closed | -$501K | – | 1392 |
|
|
2017
Q4 | $501K | Buy |
22,096
+289
| +1% | +$6.55K | ﹤0.01% | 963 |
|
|
2017
Q3 | $469K | Buy |
21,807
+2,351
| +12% | +$50.6K | ﹤0.01% | 982 |
|
|
2017
Q2 | $401K | Buy |
19,456
+4,224
| +28% | +$87.1K | ﹤0.01% | 986 |
|
|
2017
Q1 | $352K | Buy |
+15,232
| New | +$352K | ﹤0.01% | 1002 |
|
|
2016
Q4 | – | Sell |
-131,456
| Closed | -$2.49M | – | 1347 |
|
|
2016
Q3 | $2.49M | Sell |
131,456
-2,739
| -2% | -$51.8K | 0.02% | 537 |
|
|
2016
Q2 | $1.75M | Sell |
134,195
-13,283
| -9% | -$173K | 0.02% | 585 |
|
|
2016
Q1 | $2.04M | Buy |
+147,478
| New | +$2.04M | 0.02% | 526 |
|