Hohimer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-600
| Closed | -$27.5K | – | 239 |
|
|
2023
Q4 | $27.5K | Hold |
600
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $21.1K | Hold |
600
| – | – | 0.01% | 191 |
|
|
2023
Q2 | $25.2K | Hold |
600
| – | – | 0.01% | 187 |
|
|
2023
Q1 | $25.1K | Hold |
600
| – | – | 0.01% | 190 |
|
|
2022
Q4 | $25.3K | Buy |
+600
| New | +$25.3K | 0.01% | 171 |
|