Valeo Financial Advisors’s Kimball International KBAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-31,747
| Closed | -$200K | – | 585 |
|
|
2022
Q3 | $200K | Buy |
31,747
+5,044
| +19% | +$31.8K | 0.01% | 437 |
|
|
2022
Q2 | $205K | Sell |
26,703
-63,996
| -71% | -$491K | 0.01% | 431 |
|
|
2022
Q1 | $766K | Buy |
90,699
+31
| +0% | +$262 | 0.04% | 231 |
|
|
2021
Q4 | $928K | Buy |
90,668
+5,018
| +6% | +$51.4K | 0.05% | 200 |
|
|
2021
Q3 | $959K | Sell |
85,650
-119
| -0.1% | -$1.33K | 0.05% | 186 |
|
|
2021
Q2 | $1.13M | Sell |
85,769
-4,018
| -4% | -$52.8K | 0.07% | 143 |
|
|
2021
Q1 | $1.26M | Buy |
89,787
+2,629
| +3% | +$36.8K | 0.06% | 156 |
|
|
2020
Q4 | $1.04M | Buy |
87,158
+2,113
| +2% | +$25.3K | 0.05% | 157 |
|
|
2020
Q3 | $896K | Sell |
85,045
-1,981
| -2% | -$20.9K | 0.08% | 136 |
|
|
2020
Q2 | $1.01M | Sell |
87,026
-1,981
| -2% | -$22.9K | 0.09% | 127 |
|
|
2020
Q1 | $1.05M | Sell |
89,007
-2,100
| -2% | -$24.7K | 0.11% | 118 |
|
|
2019
Q4 | $1.88M | Sell |
91,107
-98
| -0.1% | -$2.03K | 0.18% | 85 |
|
|
2019
Q3 | $1.76M | Buy |
91,205
+63,698
| +232% | +$1.23M | 0.19% | 78 |
|
|
2019
Q2 | $479K | Sell |
27,507
-925
| -3% | -$16.1K | 0.05% | 181 |
|
|
2019
Q1 | $402K | Sell |
28,432
-987
| -3% | -$14K | 0.05% | 188 |
|
|
2018
Q4 | $417K | Hold |
29,419
| – | – | 0.06% | 180 |
|
|
2018
Q3 | $484K | Sell |
29,419
-900
| -3% | -$14.8K | 0.07% | 180 |
|
|
2018
Q2 | $534K | Sell |
30,319
-1,700
| -5% | -$29.9K | 0.07% | 166 |
|
|
2018
Q1 | $546K | Sell |
32,019
-3,207
| -9% | -$54.7K | 0.09% | 144 |
|
|
2017
Q4 | $658K | Buy |
35,226
+3,000
| +9% | +$56K | 0.11% | 125 |
|
|
2017
Q3 | $637K | Buy |
+32,226
| New | +$637K | 0.14% | 108 |
|