Wealthspire Advisors (Maryland)’s Korea Fund KF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-750
| Closed | -$22K | – | 1287 |
|
|
2019
Q1 | $22K | Buy |
750
+250
| +50% | +$7.33K | ﹤0.01% | 1236 |
|
|
2018
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 1340 |
|
|
2018
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 1338 |
|
|
2018
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 1326 |
|
|
2018
Q1 | $20K | Hold |
500
| – | – | ﹤0.01% | 1300 |
|
|
2017
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 1307 |
|
|
2017
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 1299 |
|
|
2017
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 1270 |
|
|
2017
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 1122 |
|
|
2016
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 1085 |
|
|
2016
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 1089 |
|
|
2016
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 1069 |
|
|
2016
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 1042 |
|
|
2015
Q4 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 1043 |
|