Geneos 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
Q1 | – | Sell |
-106
| Closed | -$3K | – | 2448 |
|
|
2018
Q4 | $3K | Sell |
106
-236
| -69% | -$6.68K | ﹤0.01% | 2121 |
|
|
2018
Q3 | $19K | Buy |
342
+190
| +125% | +$10.6K | ﹤0.01% | 1596 |
|
|
2018
Q2 | $23K | Buy |
152
+51
| +50% | +$7.72K | ﹤0.01% | 1390 |
|
|
2018
Q1 | $13K | Hold |
101
| – | – | ﹤0.01% | 1551 |
|
|
2017
Q4 | $13K | Buy |
101
+34
| +51% | +$4.38K | ﹤0.01% | 1546 |
|
|
2017
Q3 | $10K | Hold |
67
| – | – | ﹤0.01% | 1579 |
|
|
2017
Q2 | $14K | Hold |
67
| – | – | ﹤0.01% | 1410 |
|
|
2017
Q1 | $18K | Hold |
67
| – | – | ﹤0.01% | 1272 |
|
|
2016
Q4 | $23K | Buy |
67
+39
| +139% | +$13.4K | ﹤0.01% | 1127 |
|
|
2016
Q3 | $7K | Buy |
+28
| New | +$7K | ﹤0.01% | 1483 |
|