Kiwi Wealth Investments Limited Partnership’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30,071
| Closed | -$1.13M | – | 248 |
|
|
2022
Q3 | $1.13M | Hold |
30,071
| – | – | 0.08% | 166 |
|
|
2022
Q2 | $1.13M | Sell |
30,071
-452
| -1% | -$17K | 0.08% | 166 |
|
|
2022
Q1 | $1.3M | Hold |
30,523
| – | – | 0.07% | 182 |
|
|
2021
Q4 | $1.42M | Sell |
30,523
-869
| -3% | -$40.4K | 0.07% | 192 |
|
|
2021
Q3 | $1.35M | Hold |
31,392
| – | – | 0.07% | 197 |
|
|
2021
Q2 | $1.32M | Hold |
31,392
| – | – | 0.07% | 185 |
|
|
2021
Q1 | $1.28M | Hold |
31,392
| – | – | 0.07% | 176 |
|
|
2020
Q4 | $982K | Buy |
+31,392
| New | +$982K | 0.06% | 218 |
|