Winch Advisory Services’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 | – | Sell |
-375
| Closed | -$9K | – | 333 |
|
|
2017
Q1 | $9K | Hold |
375
| – | – | 0.01% | 182 |
|
|
2016
Q4 | $7K | Hold |
375
| – | – | ﹤0.01% | 173 |
|
|
2016
Q3 | $6K | Hold |
375
| – | – | ﹤0.01% | 188 |
|
|
2016
Q2 | $8K | Hold |
375
| – | – | 0.01% | 166 |
|
|
2016
Q1 | $10K | Hold |
375
| – | – | 0.02% | 129 |
|
|
2015
Q4 | $7K | Hold |
375
| – | – | 0.01% | 157 |
|
|
2015
Q3 | $7K | Hold |
375
| – | – | 0.01% | 143 |
|
|
2015
Q2 | $8K | Hold |
375
| – | – | ﹤0.01% | 190 |
|
|
2015
Q1 | $13K | Buy |
+375
| New | +$13K | 0.01% | 135 |
|
|
2014
Q4 | – | Sell |
-475
| Closed | -$12K | – | 215 |
|
|
2014
Q3 | $12K | Buy |
475
+100
| +27% | +$2.53K | 0.01% | 123 |
|
|
2014
Q2 | $14K | Hold |
375
| – | – | 0.01% | 144 |
|
|
2014
Q1 | $14K | Buy |
+375
| New | +$14K | 0.01% | 154 |
|