Kiwi Wealth Investments Limited Partnership’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-42,186
| Closed | -$1.4M | – | 118 |
|
|
2023
Q2 | $1.4M | Hold |
42,186
| – | – | 0.09% | 147 |
|
|
2023
Q1 | $1.34M | Sell |
42,186
-56,706
| -57% | -$1.8M | 0.09% | 139 |
|
|
2022
Q4 | $3.24M | Sell |
98,892
-10,380
| -9% | -$340K | 0.22% | 109 |
|
|
2022
Q3 | $2.89M | Hold |
109,272
| – | – | 0.2% | 125 |
|
|
2022
Q2 | $2.89M | Sell |
109,272
-1,690
| -2% | -$44.6K | 0.2% | 125 |
|
|
2022
Q1 | $3.49M | Buy |
110,962
+14,265
| +15% | +$448K | 0.19% | 137 |
|
|
2021
Q4 | $3.59M | Buy |
96,697
+61,757
| +177% | +$2.29M | 0.17% | 135 |
|
|
2021
Q3 | $1.24M | Hold |
34,940
| – | – | 0.06% | 198 |
|
|
2021
Q2 | $1.14M | Buy |
+34,940
| New | +$1.14M | 0.06% | 196 |
|