Kings Point Capital Management’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-41,000
| Closed | -$867K | – | 368 |
|
|
2018
Q2 | $867K | Hold |
41,000
| – | – | 0.17% | 97 |
|
|
2018
Q1 | $713K | Hold |
41,000
| – | – | 0.14% | 101 |
|
|
2017
Q4 | $711K | Hold |
41,000
| – | – | 0.15% | 95 |
|
|
2017
Q3 | $761K | Hold |
41,000
| – | – | 0.17% | 88 |
|
|
2017
Q2 | $781K | Hold |
41,000
| – | – | 0.18% | 90 |
|
|
2017
Q1 | $910K | Hold |
41,000
| – | – | 0.21% | 82 |
|
|
2016
Q4 | $841K | Buy |
+41,000
| New | +$841K | 0.21% | 79 |
|
|
2015
Q4 | – | Sell |
-27,400
| Closed | -$607K | – | 370 |
|
|
2015
Q3 | $607K | Hold |
27,400
| – | – | 0.16% | 89 |
|
|
2015
Q2 | $674K | Buy |
27,400
+8,400
| +44% | +$207K | 0.16% | 91 |
|
|
2015
Q1 | $497K | Buy |
+19,000
| New | +$497K | 0.12% | 93 |
|