Creative Planning’s Kingsway Financial Services KFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-23,324
| Closed | -$46K | – | 1865 |
|
|
2020
Q1 | $46K | Hold |
23,324
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q4 | $43K | Hold |
23,324
| – | – | ﹤0.01% | 1804 |
|
|
2019
Q3 | $52K | Hold |
23,324
| – | – | ﹤0.01% | 1764 |
|
|
2019
Q2 | $57K | Hold |
23,324
| – | – | ﹤0.01% | 1780 |
|
|
2019
Q1 | $72K | Sell |
23,324
-5,000
| -18% | -$15.4K | ﹤0.01% | 1723 |
|
|
2018
Q4 | $81K | Sell |
28,324
-4,000
| -12% | -$11.4K | ﹤0.01% | 1643 |
|
|
2018
Q3 | $91K | Hold |
32,324
| – | – | ﹤0.01% | 1785 |
|
|
2018
Q2 | $89K | Sell |
32,324
-29,750
| -48% | -$81.9K | ﹤0.01% | 1768 |
|
|
2018
Q1 | $248K | Buy |
+62,074
| New | +$248K | ﹤0.01% | 1456 |
|
|
2017
Q1 | – | Sell |
-4,000
| Closed | -$25K | – | 4593 |
|
|
2016
Q4 | $25K | Buy |
+4,000
| New | +$25K | ﹤0.01% | 2887 |
|