Carson Wealth (CWM LLC)’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82K | Sell |
3,607
-68
| -2% | -$1.55K | ﹤0.01% | 2884 |
|
|
2025
Q1 | $82K | Buy |
3,675
+346
| +10% | +$7.72K | ﹤0.01% | 2585 |
|
|
2024
Q4 | $84K | Buy |
3,329
+250
| +8% | +$6.31K | ﹤0.01% | 2403 |
|
|
2024
Q3 | $82K | Buy |
3,079
+85
| +3% | +$2.26K | ﹤0.01% | 2326 |
|
|
2024
Q2 | $67K | Buy |
2,994
+195
| +7% | +$4.36K | ﹤0.01% | 2253 |
|
|
2024
Q1 | $61K | Sell |
2,799
-4
| -0.1% | -$87 | ﹤0.01% | 2168 |
|
|
2023
Q4 | $64K | Sell |
2,803
-1,922
| -41% | -$43.9K | ﹤0.01% | 2024 |
|
|
2023
Q3 | $101K | Sell |
4,725
-387
| -8% | -$8.27K | ﹤0.01% | 1624 |
|
|
2023
Q2 | $114K | Buy |
5,112
+675
| +15% | +$15.1K | ﹤0.01% | 1504 |
|
|
2023
Q1 | $93K | Sell |
4,437
-1,561
| -26% | -$32.7K | ﹤0.01% | 1524 |
|
|
2022
Q4 | $126K | Buy |
5,998
+730
| +14% | +$15.3K | ﹤0.01% | 1276 |
|
|
2022
Q3 | $91K | Sell |
5,268
-406
| -7% | -$7.01K | ﹤0.01% | 1377 |
|
|
2022
Q2 | $98K | Buy |
5,674
+145
| +3% | +$2.5K | ﹤0.01% | 1319 |
|
|
2022
Q1 | $126K | Buy |
5,529
+920
| +20% | +$21K | ﹤0.01% | 1238 |
|
|
2021
Q4 | $100K | Buy |
+4,609
| New | +$100K | ﹤0.01% | 1288 |
|
|
2019
Q1 | – | Sell |
-853
| Closed | -$12K | – | 3092 |
|
|
2018
Q4 | $12K | Hold |
853
| – | – | ﹤0.01% | 1268 |
|
|
2018
Q3 | $14K | Buy |
+853
| New | +$14K | ﹤0.01% | 1054 |
|
|
2017
Q4 | – | Sell |
-1,274
| Closed | -$26K | – | 1518 |
|
|
2017
Q3 | $26K | Hold |
1,274
| – | – | ﹤0.01% | 657 |
|
|
2017
Q2 | $24K | Hold |
1,274
| – | – | ﹤0.01% | 605 |
|
|
2017
Q1 | $27K | Hold |
1,274
| – | – | ﹤0.01% | 553 |
|
|
2016
Q4 | $30K | Hold |
1,274
| – | – | ﹤0.01% | 519 |
|
|
2016
Q3 | $35K | Buy |
+1,274
| New | +$35K | ﹤0.01% | 476 |
|
|
2016
Q2 | – | Sell |
-2,054
| Closed | -$57K | – | 828 |
|
|
2016
Q1 | $57K | Hold |
2,054
| – | – | 0.01% | 329 |
|
|
2015
Q4 | $53K | Sell |
2,054
-2,568
| -56% | -$66.3K | 0.01% | 311 |
|
|
2015
Q3 | $110K | Buy |
+4,622
| New | +$110K | 0.01% | 234 |
|