Wealthspire Advisors (Maryland)’s Kate Spade & Company KATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-32
| Closed | -$1K | – | 2365 |
|
|
2017
Q1 | $1K | Buy |
32
+19
| +146% | +$594 | ﹤0.01% | 1900 |
|
|
2016
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1928 |
|
|
2016
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 1866 |
|
|
2016
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 1894 |
|
|
2016
Q1 | $0 | Sell |
13
-146
| -92% | – | ﹤0.01% | 1945 |
|
|
2015
Q4 | $3K | Buy |
+159
| New | +$3K | ﹤0.01% | 1496 |
|