Corient Private Wealth’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-33,333
| Closed | -$289K | – | 2588 |
|
2025
Q1 | $289K | Sell |
33,333
-14,529
| -30% | -$126K | ﹤0.01% | 1871 |
|
2024
Q4 | $478K | Buy |
47,862
+6
| +0% | +$60 | ﹤0.01% | 1645 |
|
2024
Q3 | $529K | Buy |
47,856
+43
| +0.1% | +$475 | ﹤0.01% | 1682 |
|
2024
Q2 | $465K | Buy |
+47,813
| New | +$465K | ﹤0.01% | 1683 |
|