JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-48
| Closed | -$412 | – | 2019 |
|
|
2024
Q1 | $412 | Sell |
48
-10
| -17% | -$86 | ﹤0.01% | 1818 |
|
|
2023
Q4 | $719 | Buy |
58
+15
| +35% | +$186 | ﹤0.01% | 1725 |
|
|
2023
Q3 | $634 | Sell |
43
-33
| -43% | -$487 | ﹤0.01% | 1701 |
|
|
2023
Q2 | $1.24K | Buy |
76
+7
| +10% | +$114 | ﹤0.01% | 1536 |
|
|
2023
Q1 | $1.15K | Buy |
69
+20
| +41% | +$332 | ﹤0.01% | 1542 |
|
|
2022
Q4 | $771 | Buy |
49
+46
| +1,533% | +$724 | ﹤0.01% | 1658 |
|
|
2022
Q3 | $0 | Sell |
3
-23
| -88% | – | ﹤0.01% | 1834 |
|
|
2022
Q2 | $0 | Sell |
26
-51
| -66% | – | ﹤0.01% | 1848 |
|
|
2022
Q1 | $2K | Buy |
77
+46
| +148% | +$1.2K | ﹤0.01% | 1437 |
|
|
2021
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1431 |
|