WAM
Wealthspire Advisors (Maryland)’s KB Financial Group KB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-80
| Closed | -$3K | – | 1278 |
|
|
2019
Q1 | $3K | Sell |
80
-19
| -19% | -$713 | ﹤0.01% | 2011 |
|
|
2018
Q4 | $4K | Buy |
99
+6
| +6% | +$242 | ﹤0.01% | 1825 |
|
|
2018
Q3 | $4K | Sell |
93
-16
| -15% | -$688 | ﹤0.01% | 1900 |
|
|
2018
Q2 | $5K | Buy |
109
+3
| +3% | +$138 | ﹤0.01% | 1790 |
|
|
2018
Q1 | $6K | Buy |
106
+14
| +15% | +$792 | ﹤0.01% | 1741 |
|
|
2017
Q4 | $5K | Buy |
92
+69
| +300% | +$3.75K | ﹤0.01% | 1834 |
|
|
2017
Q3 | $1K | Sell |
23
-158
| -87% | -$6.87K | ﹤0.01% | 2104 |
|
|
2017
Q2 | $9K | Buy |
181
+119
| +192% | +$5.92K | ﹤0.01% | 1574 |
|
|
2017
Q1 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 1625 |
|
|
2016
Q4 | – | Sell |
-141
| Closed | -$5K | – | 1805 |
|
|
2016
Q3 | $5K | Hold |
141
| – | – | ﹤0.01% | 1386 |
|
|
2016
Q2 | $4K | Hold |
141
| – | – | ﹤0.01% | 1383 |
|
|
2016
Q1 | $4K | Hold |
141
| – | – | ﹤0.01% | 1391 |
|
|
2015
Q4 | $4K | Buy |
+141
| New | +$4K | ﹤0.01% | 1400 |
|