IBEX Wealth Advisors’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-122,499
| Closed | -$1.64M | – | 103 |
|
|
2020
Q1 | $1.64M | Buy |
122,499
+5,727
| +5% | +$76.8K | 0.64% | 67 |
|
|
2019
Q4 | $2.6M | Buy |
116,772
+2,385
| +2% | +$53.2K | 0.8% | 55 |
|
|
2019
Q3 | $2.51M | Buy |
114,387
+1,817
| +2% | +$39.8K | 0.83% | 53 |
|
|
2019
Q2 | $2.32M | Buy |
112,570
+9,737
| +9% | +$200K | 0.67% | 60 |
|
|
2019
Q1 | $2.2M | Buy |
102,833
+56,227
| +121% | +$1.2M | 0.77% | 56 |
|
|
2018
Q4 | $847K | Buy |
+46,606
| New | +$847K | 0.39% | 61 |
|