HWM
Hohimer Wealth Management’s Kyndryl KD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31,477
| Closed | -$350K | – | 201 |
|
|
2022
Q4 | $350K | Sell |
31,477
-63,005
| -67% | -$701K | 0.11% | 132 |
|
|
2022
Q3 | $781K | Sell |
94,482
-507
| -0.5% | -$4.19K | 0.25% | 107 |
|
|
2022
Q2 | $929K | Buy |
94,989
+23,510
| +33% | +$230K | 0.27% | 95 |
|
|
2022
Q1 | $938K | Buy |
+71,479
| New | +$938K | 0.19% | 127 |
|