WFG Advisors’s Kate Spade & Company KATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 1532 |
|
|
2017
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 1464 |
|
|
2016
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 1529 |
|
|
2016
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 1539 |
|
|
2016
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 1530 |
|
|
2016
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 1498 |
|
|
2015
Q4 | $1K | Sell |
40
-30
| -43% | -$750 | ﹤0.01% | 1532 |
|
|
2015
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 1563 |
|
|
2015
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 1518 |
|
|
2015
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 1579 |
|
|
2014
Q4 | $2K | Buy |
70
+30
| +75% | +$857 | ﹤0.01% | 1889 |
|
|
2014
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 2029 |
|
|
2014
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 1840 |
|
|
2014
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 1928 |
|
|
2013
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 2180 |
|