Values First Advisors’s Kimball International KBAL Stock Holding History

Values First Advisors’s Portfolio KBAL Stock Details KBAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-298	Closed	-$3.7K	–	366
2023 Q1	$3.7K	Buy	+298	New	+$2.56K	﹤0.01%	238

Other funds holding KBAL

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Values First Advisors's KBAL Position: Q2 2023 in Review

Values First Advisors sold out of Kimball International (KBAL) in Q2 2023, closing a stake of 298 shares — an estimated $3.7K sold.

Values First Advisors first reported a position in KBAL in Q1 2023 and held it in 1 quarter. The position peaked at $3.7K in Q1 2023. 1 fund tracked by Wall St. Rank holds KBAL as of Q2 2023.

Values First Advisors reported no remaining Kimball International position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 298 Kimball International shares in Q2 2023, an estimated $3.7K.
Values First Advisors first reported a position in Kimball International in Q1 2023 and held it in 1 quarter.
Values First Advisors's Kimball International position peaked at $3.7K in Q1 2023.
1 fund tracked by Wall St. Rank held Kimball International as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.