WAM
Wealthspire Advisors (Maryland)’s KB Home KBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-103
| Closed | -$2K | – | 1280 |
|
|
2019
Q1 | $2K | Buy |
103
+17
| +20% | +$330 | ﹤0.01% | 2167 |
|
|
2018
Q4 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 2092 |
|
|
2018
Q3 | – | Sell |
-25
| Closed | -$1K | – | 2444 |
|
|
2018
Q2 | $1K | Sell |
25
-84
| -77% | -$3.36K | ﹤0.01% | 2318 |
|
|
2018
Q1 | $3K | Sell |
109
-85
| -44% | -$2.34K | ﹤0.01% | 2031 |
|
|
2017
Q4 | $6K | Buy |
194
+166
| +593% | +$5.13K | ﹤0.01% | 1773 |
|
|
2017
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 2105 |
|
|
2017
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 2091 |
|
|
2017
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1811 |
|
|
2016
Q4 | $0 | Hold |
28
| – | – | ﹤0.01% | 1807 |
|
|
2016
Q3 | $0 | Hold |
28
| – | – | ﹤0.01% | 1780 |
|
|
2016
Q2 | $0 | Hold |
28
| – | – | ﹤0.01% | 1759 |
|
|
2016
Q1 | $0 | Hold |
28
| – | – | ﹤0.01% | 1806 |
|
|
2015
Q4 | $0 | Buy |
+28
| New | – | ﹤0.01% | 1751 |
|