Accel Wealth Management’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,475
| Closed | -$30.8K | – | 550 |
|
|
2023
Q1 | $30.8K | Buy |
1,475
+17
| +1% | +$356 | 0.01% | 592 |
|
|
2022
Q4 | $30.7K | Buy |
1,458
+17
| +1% | +$358 | 0.01% | 447 |
|
|
2022
Q3 | $26K | Hold |
1,441
| – | – | 0.01% | 494 |
|
|
2022
Q2 | $25K | Hold |
1,441
| – | – | 0.01% | 484 |
|
|
2022
Q1 | $33K | Hold |
1,441
| – | – | 0.02% | 448 |
|
|
2021
Q4 | $31K | Buy |
+1,441
| New | +$31K | 0.02% | 474 |
|