Wealthspire Advisors (Maryland)’s KapStone Paper and Pack Corp. KS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-194
| Closed | -$7K | – | 2682 |
|
|
2018
Q3 | $7K | Hold |
194
| – | – | ﹤0.01% | 1698 |
|
|
2018
Q2 | $7K | Hold |
194
| – | – | ﹤0.01% | 1690 |
|
|
2018
Q1 | $7K | Buy |
194
+15
| +8% | +$541 | ﹤0.01% | 1711 |
|
|
2017
Q4 | $4K | Buy |
179
+150
| +517% | +$3.35K | ﹤0.01% | 1952 |
|
|
2017
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 2204 |
|
|
2016
Q1 | – | Sell |
-2,002
| Closed | -$45K | – | 1925 |
|
|
2015
Q4 | $45K | Buy |
+2,002
| New | +$45K | 0.01% | 749 |
|