Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-60
| Closed | -$9K | – | 326 |
|
|
2018
Q2 | $9K | Hold |
60
| – | – | 0.01% | 379 |
|
|
2018
Q1 | $8K | Hold |
60
| – | – | 0.01% | 373 |
|
|
2017
Q4 | $8K | Hold |
60
| – | – | 0.01% | 357 |
|
|
2017
Q3 | $10K | Hold |
60
| – | – | 0.01% | 336 |
|
|
2017
Q2 | $13K | Hold |
60
| – | – | 0.01% | 323 |
|
|
2017
Q1 | $17K | Hold |
60
| – | – | 0.01% | 281 |
|
|
2016
Q4 | $21K | Buy |
+60
| New | +$21K | 0.01% | 264 |
|