Beacon Pointe Advisors’s Kyndryl KD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-14,736
Closed -$132K 1035
2022
Q2
$132K Sell
14,736
-6,084
-29% -$54.5K ﹤0.01% 994
2022
Q1
$273K Sell
20,820
-4,127
-17% -$54.1K ﹤0.01% 1017
2021
Q4
$452K Buy
+24,947
New +$452K 0.01% 599