Wealthspire Advisors (Maryland)’s Kyocera Adr KYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-297
| Closed | -$17K | – | 2702 |
|
|
2018
Q1 | $17K | Sell |
297
-4
| -1% | -$229 | ﹤0.01% | 1362 |
|
|
2017
Q4 | $20K | Buy |
301
+4
| +1% | +$266 | ﹤0.01% | 1336 |
|
|
2017
Q3 | $18K | Sell |
297
-2
| -0.7% | -$121 | ﹤0.01% | 1342 |
|
|
2017
Q2 | $17K | Buy |
299
+47
| +19% | +$2.67K | ﹤0.01% | 1336 |
|
|
2017
Q1 | $14K | Buy |
252
+139
| +123% | +$7.72K | ﹤0.01% | 1219 |
|
|
2016
Q4 | $6K | Hold |
113
| – | – | ﹤0.01% | 1364 |
|
|
2016
Q3 | $5K | Hold |
113
| – | – | ﹤0.01% | 1412 |
|
|
2016
Q2 | $5K | Sell |
113
-4
| -3% | -$177 | ﹤0.01% | 1360 |
|
|
2016
Q1 | $5K | Buy |
117
+65
| +125% | +$2.78K | ﹤0.01% | 1364 |
|
|
2015
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 1561 |
|