Wealthspire Advisors (Maryland)’s Knowles KN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,782
| Closed | -$31K | – | 1300 |
|
|
2019
Q1 | $31K | Buy |
1,782
+58
| +3% | +$1.01K | ﹤0.01% | 1098 |
|
|
2018
Q4 | $23K | Sell |
1,724
-183
| -10% | -$2.44K | ﹤0.01% | 1145 |
|
|
2018
Q3 | $32K | Sell |
1,907
-32
| -2% | -$537 | ﹤0.01% | 1120 |
|
|
2018
Q2 | $30K | Buy |
1,939
+170
| +10% | +$2.63K | ﹤0.01% | 1151 |
|
|
2018
Q1 | $22K | Buy |
1,769
+29
| +2% | +$361 | ﹤0.01% | 1265 |
|
|
2017
Q4 | $26K | Hold |
1,740
| – | – | ﹤0.01% | 1241 |
|
|
2017
Q3 | $27K | Hold |
1,740
| – | – | ﹤0.01% | 1196 |
|
|
2017
Q2 | $29K | Buy |
1,740
+100
| +6% | +$1.67K | ﹤0.01% | 1132 |
|
|
2017
Q1 | $31K | Hold |
1,640
| – | – | ﹤0.01% | 944 |
|
|
2016
Q4 | $27K | Sell |
1,640
-3
| -0.2% | -$49 | ﹤0.01% | 940 |
|
|
2016
Q3 | $23K | Hold |
1,643
| – | – | ﹤0.01% | 1015 |
|
|
2016
Q2 | $22K | Sell |
1,643
-7
| -0.4% | -$94 | ﹤0.01% | 972 |
|
|
2016
Q1 | $22K | Sell |
1,650
-6
| -0.4% | -$80 | ﹤0.01% | 944 |
|
|
2015
Q4 | $22K | Buy |
+1,656
| New | +$22K | ﹤0.01% | 934 |
|