Journey Strategic Wealth’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 | – | Sell |
-13,901
| Closed | -$121K | – | 683 |
|
2025
Q1 | $121K | Hold |
13,901
| – | – | ﹤0.01% | 488 |
|
2024
Q4 | $139K | Hold |
13,901
| – | – | 0.01% | 484 |
|
2024
Q3 | $154K | Buy |
13,901
+47
| +0.3% | +$519 | 0.01% | 490 |
|
2024
Q2 | $135K | Sell |
13,854
-394
| -3% | -$3.83K | 0.01% | 386 |
|
2024
Q1 | $122K | Buy |
+14,248
| New | +$122K | 0.01% | 305 |
|