J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.53M | Buy |
442,882
+170,208
| +62% | +$2.51M | 0.02% | 451 |
|
|
2023
Q2 | $4.45M | Buy |
272,674
+168,796
| +162% | +$2.76M | 0.02% | 363 |
|
|
2023
Q1 | $1.72M | Buy |
103,878
+454
| +0.4% | +$7.53K | ﹤0.01% | 938 |
|
|
2022
Q4 | $1.63M | Sell |
103,424
-353,854
| -77% | -$5.57M | ﹤0.01% | 922 |
|
|
2022
Q3 | $7.07M | Buy |
457,278
+23,784
| +5% | +$368K | 0.02% | 471 |
|
|
2022
Q2 | $8.21M | Buy |
433,494
+46,305
| +12% | +$877K | 0.02% | 451 |
|
|
2022
Q1 | $9.44M | Buy |
387,189
+84
| +0% | +$2.05K | 0.02% | 456 |
|
|
2021
Q4 | $9.24M | Buy |
387,105
+3,507
| +0.9% | +$83.7K | 0.02% | 451 |
|
|
2021
Q3 | $8.03M | Buy |
383,598
+1,061
| +0.3% | +$22.2K | 0.02% | 474 |
|
|
2021
Q2 | $7.6M | Buy |
382,537
+204,160
| +114% | +$4.06M | 0.02% | 481 |
|
|
2021
Q1 | $3.61M | Buy |
+178,377
| New | +$3.61M | 0.01% | 589 |
|
|
2020
Q4 | – | Sell |
-545,467
| Closed | -$7.92M | – | 1723 |
|
|
2020
Q3 | $7.92M | Buy |
545,467
+101,025
| +23% | +$1.47M | 0.03% | 359 |
|
|
2020
Q2 | $6.76M | Buy |
444,442
+138,078
| +45% | +$2.1M | 0.03% | 333 |
|
|
2020
Q1 | $4.11M | Buy |
306,364
+117,773
| +62% | +$1.58M | 0.02% | 387 |
|
|
2019
Q4 | $4.21M | Buy |
+188,591
| New | +$4.21M | 0.02% | 459 |
|