IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$452 | – | 2857 |
|
|
2025
Q1 | – | Hold |
0
| – | -$390 | – | 3483 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3484 |
|
|
2023
Q1 | – | Sell |
-294
| Closed | -$7K | – | 3977 |
|
|
2022
Q4 | $7K | Sell |
294
-89
| -23% | -$2.12K | ﹤0.01% | 3607 |
|
|
2022
Q3 | $26K | Buy |
383
+25
| +7% | +$1.7K | ﹤0.01% | 2872 |
|
|
2022
Q2 | $25K | Hold |
358
| – | – | ﹤0.01% | 2672 |
|
|
2022
Q1 | $25K | Buy |
+358
| New | +$25K | ﹤0.01% | 2672 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4021 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3774 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3685 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3544 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3419 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3269 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3226 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3265 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3379 |
|
|
2019
Q1 | – | Sell |
-378
| Closed | -$7K | – | 2909 |
|
|
2018
Q4 | $7K | Buy |
+378
| New | +$7K | ﹤0.01% | 2641 |
|
|
2016
Q1 | – | Sell |
-151
| Closed | -$4K | – | 2931 |
|
|
2015
Q4 | $4K | Buy |
+151
| New | +$4K | ﹤0.01% | 3062 |
|