Wealthspire Advisors (Maryland)’s Kohl's KSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,045
| Closed | -$240K | – | 477 |
|
|
2019
Q2 | $240K | Buy |
5,045
+443
| +10% | +$21.1K | 0.02% | 400 |
|
|
2019
Q1 | $316K | Buy |
4,602
+223
| +5% | +$15.3K | 0.02% | 342 |
|
|
2018
Q4 | $290K | Sell |
4,379
-49
| -1% | -$3.25K | 0.03% | 331 |
|
|
2018
Q3 | $330K | Buy |
4,428
+45
| +1% | +$3.35K | 0.03% | 335 |
|
|
2018
Q2 | $319K | Buy |
4,383
+545
| +14% | +$39.7K | 0.03% | 341 |
|
|
2018
Q1 | $251K | Buy |
3,838
+115
| +3% | +$7.52K | 0.02% | 403 |
|
|
2017
Q4 | $202K | Sell |
3,723
-320
| -8% | -$17.4K | 0.02% | 485 |
|
|
2017
Q3 | $185K | Sell |
4,043
-362
| -8% | -$16.6K | 0.02% | 502 |
|
|
2017
Q2 | $170K | Sell |
4,405
-196
| -4% | -$7.56K | 0.02% | 509 |
|
|
2017
Q1 | $183K | Sell |
4,601
-135
| -3% | -$5.37K | 0.03% | 421 |
|
|
2016
Q4 | $234K | Sell |
4,736
-572
| -11% | -$28.3K | 0.04% | 327 |
|
|
2016
Q3 | $232K | Buy |
5,308
+1,019
| +24% | +$44.5K | 0.04% | 335 |
|
|
2016
Q2 | $163K | Buy |
4,289
+1,102
| +35% | +$41.9K | 0.03% | 418 |
|
|
2016
Q1 | $149K | Buy |
3,187
+15
| +0.5% | +$701 | 0.03% | 426 |
|
|
2015
Q4 | $151K | Buy |
+3,172
| New | +$151K | 0.03% | 438 |
|