EverSource Wealth Advisors’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9K | Buy |
1,365
+740
| +118% | +$16.8K | ﹤0.01% | 1954 |
|
|
2025
Q1 | $14K | Buy |
625
+18
| +3% | +$403 | ﹤0.01% | 1901 |
|
|
2024
Q4 | $15.3K | Buy |
607
+26
| +4% | +$656 | ﹤0.01% | 1770 |
|
|
2024
Q3 | $15.4K | Hold |
581
| – | – | ﹤0.01% | 1624 |
|
|
2024
Q2 | $14.3K | Buy |
581
+23
| +4% | +$567 | ﹤0.01% | 1671 |
|
|
2024
Q1 | $12.2K | Buy |
558
+34
| +6% | +$741 | ﹤0.01% | 1593 |
|
|
2023
Q4 | $12K | Buy |
524
+49
| +10% | +$1.12K | ﹤0.01% | 1479 |
|
|
2023
Q3 | $10.2K | Hold |
475
| – | – | ﹤0.01% | 1418 |
|
|
2023
Q2 | $10.6K | Hold |
475
| – | – | ﹤0.01% | 1413 |
|
|
2023
Q1 | $9.94K | Sell |
475
-618
| -57% | -$12.9K | ﹤0.01% | 1358 |
|
|
2022
Q4 | $23K | Sell |
1,093
-164
| -13% | -$3.45K | ﹤0.01% | 1019 |
|
|
2022
Q3 | $21K | Sell |
1,257
-122
| -9% | -$2.04K | ﹤0.01% | 888 |
|
|
2022
Q2 | $24K | Sell |
1,379
-156
| -10% | -$2.72K | 0.01% | 784 |
|
|
2022
Q1 | $35K | Sell |
1,535
-126
| -8% | -$2.87K | 0.01% | 536 |
|
|
2021
Q4 | $37K | Buy |
+1,661
| New | +$37K | 0.01% | 483 |
|