Carolina Wealth Advisors’s Kestrel Group, Ltd. KG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-85
| Closed | -$3K | – | 330 |
|
|
2024
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 259 |
|
|
2024
Q2 | $3.49K | Hold |
85
| – | – | ﹤0.01% | 176 |
|
|
2024
Q1 | $3.81K | Hold |
85
| – | – | ﹤0.01% | 182 |
|
|
2023
Q4 | $3.88K | Hold |
85
| – | – | ﹤0.01% | 191 |
|
|
2023
Q3 | $2.98K | Hold |
85
| – | – | ﹤0.01% | 207 |
|
|
2023
Q2 | $3.56K | Hold |
85
| – | – | ﹤0.01% | 196 |
|
|
2023
Q1 | $3.54K | Hold |
85
| – | – | ﹤0.01% | 197 |
|
|
2022
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 182 |
|
|
2022
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 183 |
|
|
2022
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 223 |
|
|
2022
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 219 |
|
|
2021
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 211 |
|
|
2021
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 207 |
|
|
2021
Q2 | $6K | Hold |
85
| – | – | ﹤0.01% | 213 |
|
|
2021
Q1 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 234 |
|