Creative Planning’s Kingstone Companies KINS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,072
| Closed | -$79K | – | 2093 |
|
|
2021
Q2 | $79K | Hold |
10,072
| – | – | ﹤0.01% | 1880 |
|
|
2021
Q1 | $86K | Hold |
10,072
| – | – | ﹤0.01% | 2205 |
|
|
2020
Q4 | $67K | Hold |
10,072
| – | – | ﹤0.01% | 2004 |
|
|
2020
Q3 | $59K | Buy |
+10,072
| New | +$59K | ﹤0.01% | 1844 |
|
|
2017
Q3 | – | Sell |
-1,371
| Closed | -$21K | – | 2786 |
|
|
2017
Q2 | $21K | Buy |
1,371
+366
| +36% | +$5.61K | ﹤0.01% | 3123 |
|
|
2017
Q1 | $16K | Buy |
+1,005
| New | +$16K | ﹤0.01% | 3243 |
|