KWILP
Kiwi Wealth Investments Limited Partnership’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,209
| Closed | -$1.29M | – | 172 |
|
|
2023
Q2 | $1.29M | Buy |
+3,209
| New | +$1.29M | 0.08% | 151 |
|
|
2022
Q4 | – | Sell |
-18,994
| Closed | -$6.4M | – | 258 |
|
|
2022
Q3 | $6.4M | Hold |
18,994
| – | – | 0.44% | 59 |
|
|
2022
Q2 | $6.4M | Sell |
18,994
-19,685
| -51% | -$6.64M | 0.44% | 59 |
|
|
2022
Q1 | $15.9M | Buy |
38,679
+5,342
| +16% | +$2.19M | 0.86% | 26 |
|
|
2021
Q4 | $15.7M | Sell |
33,337
-7,110
| -18% | -$3.36M | 0.74% | 32 |
|
|
2021
Q3 | $17.2M | Sell |
40,447
-7,948
| -16% | -$3.38M | 0.88% | 21 |
|
|
2021
Q2 | $19.9M | Buy |
48,395
+2,578
| +6% | +$1.06M | 1.03% | 19 |
|
|
2021
Q1 | $16.2M | Buy |
45,817
+28,873
| +170% | +$10.2M | 0.93% | 25 |
|
|
2020
Q4 | $5.57M | Sell |
16,944
-25,566
| -60% | -$8.4M | 0.33% | 84 |
|
|
2020
Q3 | $15.3M | Buy |
42,510
+598
| +1% | +$216K | 1.07% | 20 |
|
|
2020
Q2 | $13.8M | Buy |
41,912
+3,225
| +8% | +$1.06M | 1.12% | 23 |
|
|
2020
Q1 | $9.48M | Sell |
38,687
-16,290
| -30% | -$3.99M | 0.95% | 31 |
|
|
2019
Q4 | $15M | Buy |
54,977
+35,502
| +182% | +$9.69M | 1.1% | 19 |
|
|
2019
Q3 | $4.77M | Buy |
+19,475
| New | +$4.77M | 0.38% | 71 |
|
|
2016
Q3 | – | Sell |
-110,473
| Closed | -$11.8M | – | 140 |
|
|
2016
Q2 | $11.8M | Buy |
+110,473
| New | +$11.8M | 1.16% | 26 |
|