Affinity Investment Advisors’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-34,695
| Closed | -$528K | – | 153 |
|
|
2020
Q2 | $528K | Hold |
34,695
| – | – | 0.25% | 101 |
|
|
2020
Q1 | $466K | Buy |
34,695
+10,520
| +44% | +$141K | 0.24% | 84 |
|
|
2019
Q4 | $539K | Hold |
24,175
| – | – | 0.2% | 84 |
|
|
2019
Q3 | $530K | Buy |
24,175
+89
| +0.4% | +$1.95K | 0.17% | 74 |
|
|
2019
Q2 | $495K | Buy |
+24,086
| New | +$495K | 0.14% | 89 |
|