Cassady Schiller Wealth Management’s Kyndryl KD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-80
| Closed | -$2.11K | – | 472 |
|
|
2024
Q2 | $2.11K | Hold |
80
| – | – | ﹤0.01% | 393 |
|
|
2024
Q1 | $1.74K | Buy |
+80
| New | +$1.74K | ﹤0.01% | 426 |
|
|
2023
Q3 | – | Sell |
-60
| Closed | -$797 | – | 464 |
|
|
2023
Q2 | $797 | Sell |
60
-60
| -50% | -$797 | ﹤0.01% | 443 |
|
|
2023
Q1 | $1.77K | Buy |
120
+60
| +100% | +$885 | ﹤0.01% | 400 |
|
|
2022
Q4 | $667 | Buy |
+60
| New | +$667 | ﹤0.01% | 444 |
|
|
2022
Q1 | – | Sell |
-181
| Closed | -$3K | – | 358 |
|
|
2021
Q4 | $3K | Buy |
+181
| New | +$3K | ﹤0.01% | 378 |
|