D.A. Davidson & Co’s Kestrel Group, Ltd. KG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-30
| Closed | -$6K | – | 1628 |
|
|
2017
Q2 | $6K | Buy |
30
+15
| +100% | +$3K | ﹤0.01% | 2168 |
|
|
2017
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 2208 |
|
|
2016
Q4 | $5K | Hold |
15
| – | – | ﹤0.01% | 2258 |
|
|
2016
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 2257 |
|
|
2016
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 2209 |
|