B. Riley Wealth Management’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $195 | Buy |
10,289
+101
| +1% | +$2 | ﹤0.01% | 673 |
|
2022
Q1 | $248K | Buy |
10,188
+98
| +1% | +$2.39K | 0.02% | 501 |
|
2021
Q4 | $241K | Hold |
10,090
| – | – | 0.02% | 529 |
|
2021
Q3 | $211K | Buy |
+10,090
| New | +$211K | 0.02% | 554 |
|
2020
Q3 | – | Sell |
-10,090
| Closed | -$154K | – | 480 |
|
2020
Q2 | $154K | Buy |
+10,090
| New | +$154K | 0.02% | 382 |
|
2020
Q1 | – | Sell |
-12,702
| Closed | -$283K | – | 544 |
|
2019
Q4 | $283K | Buy |
12,702
+82
| +0.6% | +$1.83K | 0.04% | 298 |
|
2019
Q3 | $277K | Hold |
12,620
| – | – | 0.05% | 288 |
|
2019
Q2 | $260 | Hold |
12,620
| – | – | 0.04% | 310 |
|
2019
Q1 | $270K | Buy |
+12,620
| New | +$270K | 0.05% | 296 |
|