Heritage Wealth Advisors’s Kyndryl KD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01K | Hold |
48
| – | – | ﹤0.01% | 515 |
|
|
2025
Q1 | $1.51K | Hold |
48
| – | – | ﹤0.01% | 519 |
|
|
2024
Q4 | $1.66K | Hold |
48
| – | – | ﹤0.01% | 564 |
|
|
2024
Q3 | $1.1K | Hold |
48
| – | – | ﹤0.01% | 569 |
|
|
2024
Q2 | $1.26K | Hold |
48
| – | – | ﹤0.01% | 482 |
|
|
2024
Q1 | $1.04K | Sell |
48
-200
| -81% | -$4.35K | ﹤0.01% | 508 |
|
|
2023
Q4 | $5.15K | Hold |
248
| – | – | ﹤0.01% | 479 |
|
|
2023
Q3 | $3.75K | Hold |
248
| – | – | ﹤0.01% | 445 |
|
|
2023
Q2 | $3.29K | Hold |
248
| – | – | ﹤0.01% | 486 |
|
|
2023
Q1 | $3.66K | Sell |
248
-55
| -18% | -$812 | ﹤0.01% | 487 |
|
|
2022
Q4 | $3.37K | Hold |
303
| – | – | ﹤0.01% | 491 |
|
|
2022
Q3 | $2.51K | Sell |
303
-12
| -4% | -$99 | ﹤0.01% | 477 |
|
|
2022
Q2 | $3K | Sell |
315
-198
| -39% | -$1.89K | ﹤0.01% | 514 |
|
|
2022
Q1 | $7K | Sell |
513
-519
| -50% | -$7.08K | ﹤0.01% | 455 |
|
|
2021
Q4 | $19K | Buy |
+1,032
| New | +$19K | ﹤0.01% | 414 |
|