Caldwell Trust’s Kyndryl KD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57K | Hold |
85
|
|
||||
|
2025
Q1 | $2.67K | Buy |
85
+60
|
|
||||
|
2024
Q4 | $865 | Hold |
25
|
|
||||
|
2024
Q3 | $575 | Sell |
25
-77
|
|
||||
|
2024
Q2 | $2.68K | Sell |
102
-84
|
|
||||
|
2024
Q1 | $4.05K | Hold |
186
|
|
||||
|
2023
Q4 | $3.87K | Sell |
186
-70
|
|
||||
|
2023
Q3 | $3.87K | Sell |
256
-48
|
|
||||
|
2023
Q2 | $4.04K | Buy |
304
+67
|
|
||||
|
2023
Q1 | $3.5K | Sell |
237
-80
|
|
||||
|
2022
Q4 | $3.52K | Sell |
317
-180
|
|
||||
|
2022
Q3 | $4.11K | Sell |
497
-49
|
|
||||
|
2022
Q2 | $5.34K | Sell |
546
-1,923
|
|
||||
|
2022
Q1 | $32.4K | Sell |
2,469
-422
|
|
||||
|
2021
Q4 | $52.3K | Buy |
+2,891
|
|