WFG Advisors’s Kohl's KSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $354K | Buy |
9,154
+296
| +3% | +$11.4K | 0.08% | 258 |
|
|
2017
Q1 | $353K | Sell |
8,858
-4,619
| -34% | -$184K | 0.09% | 229 |
|
|
2016
Q4 | $666K | Buy |
13,477
+3,763
| +39% | +$186K | 0.16% | 162 |
|
|
2016
Q3 | $425K | Sell |
9,714
-1,681
| -15% | -$73.5K | 0.11% | 204 |
|
|
2016
Q2 | $432K | Buy |
11,395
+3,499
| +44% | +$133K | 0.12% | 186 |
|
|
2016
Q1 | $368K | Buy |
7,896
+229
| +3% | +$10.7K | 0.11% | 203 |
|
|
2015
Q4 | $365K | Buy |
7,667
+1,565
| +26% | +$74.5K | 0.11% | 197 |
|
|
2015
Q3 | $283K | Sell |
6,102
-288
| -5% | -$13.4K | 0.09% | 218 |
|
|
2015
Q2 | $400K | Sell |
6,390
-430
| -6% | -$26.9K | 0.11% | 201 |
|
|
2015
Q1 | $534K | Sell |
6,820
-417
| -6% | -$32.7K | 0.15% | 158 |
|
|
2014
Q4 | $442K | Buy |
7,237
+329
| +5% | +$20.1K | 0.09% | 246 |
|
|
2014
Q3 | $422K | Sell |
6,908
-872
| -11% | -$53.3K | 0.08% | 290 |
|
|
2014
Q2 | $410K | Buy |
7,780
+7,123
| +1,084% | +$375K | 0.08% | 296 |
|
|
2014
Q1 | $37K | Sell |
657
-1,688
| -72% | -$95.1K | 0.01% | 1019 |
|
|
2013
Q4 | $133K | Buy |
2,345
+209
| +10% | +$11.9K | 0.02% | 638 |
|
|
2013
Q3 | $111K | Buy |
2,136
+2
| +0.1% | +$104 | 0.02% | 672 |
|
|
2013
Q2 | $108K | Buy |
+2,134
| New | +$108K | 0.02% | 643 |
|