Carson Wealth (CWM LLC)’s Kestrel Group, Ltd. KG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
16
+7
| +78% | – | ﹤0.01% | 5223 |
|
|
2025
Q1 | $0 | Buy |
9
+2
| +29% | – | ﹤0.01% | 5130 |
|
|
2024
Q4 | $0 | Sell |
7
-1
| -13% | – | ﹤0.01% | 5054 |
|
|
2024
Q3 | $0 | Buy |
8
+4
| +100% | – | ﹤0.01% | 5011 |
|
|
2024
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4789 |
|
|
2023
Q4 | – | Sell |
-18
| Closed | -$1K | – | 4365 |
|
|
2023
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 4011 |
|