Destination Wealth Management’s Kestrel Group, Ltd. KG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-45
| Closed | -$1K | – | 678 |
|
|
2019
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 646 |
|
|
2018
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 493 |
|
|
2018
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 547 |
|
|
2018
Q2 | $7K | Hold |
45
| – | – | ﹤0.01% | 419 |
|
|
2018
Q1 | $6K | Buy |
+45
| New | +$6K | ﹤0.01% | 434 |
|