AE Wealth Management’s Kyndryl KD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
+5,294
| New | +$222K | ﹤0.01% | 1258 |
|
|
2024
Q1 | – | Sell |
-17,575
| Closed | -$373K | – | 1605 |
|
|
2023
Q4 | $373K | Buy |
17,575
+1,530
| +10% | +$32.5K | ﹤0.01% | 1600 |
|
|
2023
Q3 | $242K | Sell |
16,045
-656
| -4% | -$9.91K | ﹤0.01% | 1702 |
|
|
2023
Q2 | $222K | Sell |
16,701
-59,470
| -78% | -$790K | ﹤0.01% | 1702 |
|
|
2023
Q1 | $1.12M | Sell |
76,171
-19,936
| -21% | -$294K | 0.01% | 1002 |
|
|
2022
Q4 | $1.07M | Sell |
96,107
-11,910
| -11% | -$132K | 0.01% | 956 |
|
|
2022
Q3 | $893K | Buy |
108,017
+84,509
| +359% | +$699K | 0.01% | 983 |
|
|
2022
Q2 | $230K | Buy |
+23,508
| New | +$230K | ﹤0.01% | 1539 |
|
|
2022
Q1 | – | Sell |
-23,144
| Closed | -$419K | – | 1748 |
|
|
2021
Q4 | $419K | Buy |
+23,144
| New | +$419K | ﹤0.01% | 1328 |
|