WP
WealthSource Partners’s Kohl's KSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,742
| Closed | -$368K | – | 450 |
|
|
2019
Q2 | $368K | Buy |
7,742
+1,099
| +17% | +$52.2K | 0.06% | 293 |
|
|
2019
Q1 | $457K | Buy |
6,643
+55
| +0.8% | +$3.78K | 0.1% | 184 |
|
|
2018
Q4 | $437K | Sell |
6,588
-375
| -5% | -$24.9K | 0.13% | 164 |
|
|
2018
Q3 | $519K | Sell |
6,963
-493
| -7% | -$36.7K | 0.14% | 148 |
|
|
2018
Q2 | $544K | Buy |
7,456
+155
| +2% | +$11.3K | 0.15% | 141 |
|
|
2018
Q1 | $478K | Buy |
+7,301
| New | +$478K | 0.15% | 149 |
|
|
2017
Q1 | – | Sell |
-4,194
| Closed | -$207K | – | 301 |
|
|
2016
Q4 | $207K | Sell |
4,194
-4,600
| -52% | -$227K | 0.09% | 221 |
|
|
2016
Q3 | $385K | Buy |
8,794
+720
| +9% | +$31.5K | 0.14% | 151 |
|
|
2016
Q2 | $306K | Buy |
8,074
+1,385
| +21% | +$52.5K | 0.11% | 164 |
|
|
2016
Q1 | $312K | Buy |
+6,689
| New | +$312K | 0.13% | 157 |
|