J.P. Morgan Private Wealth Advisors’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $574K | Sell |
26,800
-1,619
| -6% | -$34.7K | ﹤0.01% | 1194 |
|
|
2023
Q2 | $635K | Sell |
28,419
-5,727
| -17% | -$128K | ﹤0.01% | 939 |
|
|
2023
Q1 | $714K | Sell |
34,146
-7,361
| -18% | -$154K | ﹤0.01% | 1324 |
|
|
2022
Q4 | $874K | Buy |
41,507
+3,918
| +10% | +$82.5K | ﹤0.01% | 1207 |
|
|
2022
Q3 | $647K | Sell |
37,589
-156
| -0.4% | -$2.69K | ﹤0.01% | 1348 |
|
|
2022
Q2 | $653K | Buy |
37,745
+266
| +0.7% | +$4.6K | ﹤0.01% | 1340 |
|
|
2022
Q1 | $853K | Buy |
37,479
+160
| +0.4% | +$3.64K | ﹤0.01% | 1292 |
|
|
2021
Q4 | $813K | Buy |
37,319
+15,657
| +72% | +$341K | ﹤0.01% | 1342 |
|
|
2021
Q3 | $441K | Buy |
+21,662
| New | +$441K | ﹤0.01% | 1546 |
|
|
2019
Q2 | – | Sell |
-22,563
| Closed | -$361K | – | 1422 |
|
|
2019
Q1 | $361K | Buy |
22,563
+4,369
| +24% | +$69.9K | ﹤0.01% | 1138 |
|
|
2018
Q4 | $256K | Sell |
18,194
-4,593
| -20% | -$64.6K | ﹤0.01% | 1241 |
|
|
2018
Q3 | $379K | Buy |
22,787
+34
| +0.1% | +$565 | ﹤0.01% | 1189 |
|
|
2018
Q2 | $389K | Buy |
+22,753
| New | +$389K | ﹤0.01% | 1102 |
|