WESPAC Advisors SoCal’s KMG Chemicals Inc KMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-9,300
| Closed | -$702K | – | 390 |
|
2018
Q3 | $702K | Sell |
9,300
-150
| -2% | -$11.3K | 0.35% | 48 |
|
2018
Q2 | $697K | Sell |
9,450
-850
| -8% | -$62.7K | 0.4% | 44 |
|
2018
Q1 | $617K | Buy |
10,300
+200
| +2% | +$12K | 0.36% | 50 |
|
2017
Q4 | $667K | Hold |
10,100
| – | – | 0.38% | 46 |
|
2017
Q3 | $554K | Buy |
+10,100
| New | +$554K | 0.33% | 50 |
|