CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-758
| Closed | -$15K | – | 3135 |
|
|
2022
Q2 | $15K | Hold |
758
| – | – | ﹤0.01% | 3536 |
|
|
2022
Q1 | $19K | Buy |
758
+88
| +13% | +$2.21K | ﹤0.01% | 3420 |
|
|
2021
Q4 | $16K | Buy |
670
+395
| +144% | +$9.43K | ﹤0.01% | 3443 |
|
|
2021
Q3 | $6K | Buy |
275
+10
| +4% | +$218 | ﹤0.01% | 3873 |
|
|
2021
Q2 | $5K | Buy |
265
+247
| +1,372% | +$4.66K | ﹤0.01% | 3862 |
|
|
2021
Q1 | $0 | Buy |
+18
| New | – | ﹤0.01% | 4423 |
|