YorkBridge Wealth Partners’s KB Financial Group KB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-276
| Closed | -$11K | – | 432 |
|
|
2019
Q2 | $11K | Buy |
276
+17
| +7% | +$678 | ﹤0.01% | 534 |
|
|
2019
Q1 | $10K | Hold |
259
| – | – | ﹤0.01% | 591 |
|
|
2018
Q4 | $11K | Hold |
259
| – | – | 0.01% | 559 |
|
|
2018
Q3 | $13K | Hold |
259
| – | – | 0.01% | 577 |
|
|
2018
Q2 | $12K | Hold |
259
| – | – | 0.01% | 599 |
|
|
2018
Q1 | $14K | Hold |
259
| – | – | 0.01% | 589 |
|
|
2017
Q4 | $16K | Buy |
259
+48
| +23% | +$2.97K | 0.01% | 576 |
|
|
2017
Q3 | $10K | Hold |
211
| – | – | 0.01% | 635 |
|
|
2017
Q2 | $11K | Buy |
211
+34
| +19% | +$1.77K | 0.01% | 618 |
|
|
2017
Q1 | $8K | Hold |
177
| – | – | ﹤0.01% | 643 |
|
|
2016
Q4 | $6K | Buy |
+177
| New | +$6K | ﹤0.01% | 658 |
|