Kiwi Wealth Investments Limited Partnership’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30,731
| Closed | -$15.8M | – | 31 |
|
|
2023
Q3 | $15.8M | Buy |
30,731
+14,936
| +95% | +$7.66M | 1.72% | 20 |
|
|
2023
Q2 | $7.41M | Hold |
15,795
| – | – | 0.46% | 61 |
|
|
2023
Q1 | $8.84M | Sell |
15,795
-2,807
| -15% | -$1.57M | 0.57% | 48 |
|
|
2022
Q4 | $8.65M | Buy |
18,602
+8,175
| +78% | +$3.8M | 0.58% | 50 |
|
|
2022
Q3 | $4.3M | Hold |
10,427
| – | – | 0.3% | 86 |
|
|
2022
Q2 | $4.3M | Sell |
10,427
-10,823
| -51% | -$4.46M | 0.3% | 86 |
|
|
2022
Q1 | $10.7M | Buy |
21,250
+16,510
| +348% | +$8.3M | 0.58% | 44 |
|
|
2021
Q4 | $2.9M | Sell |
4,740
-4,021
| -46% | -$2.46M | 0.14% | 152 |
|
|
2021
Q3 | $5.33M | Buy |
+8,761
| New | +$5.33M | 0.27% | 106 |
|
|
2020
Q4 | – | Sell |
-6,139
| Closed | -$2.19M | – | 277 |
|
|
2020
Q3 | $2.19M | Sell |
6,139
-2,737
| -31% | -$976K | 0.15% | 163 |
|
|
2020
Q2 | $2.96M | Sell |
8,876
-191
| -2% | -$63.8K | 0.24% | 111 |
|
|
2020
Q1 | $2.62M | Sell |
9,067
-1,712
| -16% | -$495K | 0.26% | 103 |
|
|
2019
Q4 | $2.78M | Buy |
+10,779
| New | +$2.78M | 0.2% | 123 |
|