LWAM
Legacy Wealth Asset Management’s Kite Realty KRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
23,989
+368
| +2% | +$8.34K | 0.14% | 233 |
|
|
2025
Q1 | $528K | Buy |
23,621
+75
| +0.3% | +$1.68K | 0.15% | 229 |
|
|
2024
Q4 | $594K | Sell |
23,546
-142
| -0.6% | -$3.58K | 0.16% | 203 |
|
|
2024
Q3 | $629K | Buy |
23,688
+671
| +3% | +$17.8K | 0.17% | 198 |
|
|
2024
Q2 | $515K | Buy |
23,017
+1,206
| +6% | +$27K | 0.15% | 223 |
|
|
2024
Q1 | $473K | Buy |
21,811
+333
| +2% | +$7.22K | 0.13% | 240 |
|
|
2023
Q4 | $491K | Buy |
21,478
+138
| +0.6% | +$3.16K | 0.16% | 228 |
|
|
2023
Q3 | $457K | Buy |
21,340
+264
| +1% | +$5.66K | 0.17% | 219 |
|
|
2023
Q2 | $471K | Buy |
21,076
+381
| +2% | +$8.51K | 0.16% | 213 |
|
|
2023
Q1 | $433K | Buy |
20,695
+163
| +0.8% | +$3.41K | 0.16% | 231 |
|
|
2022
Q4 | $432K | Buy |
20,532
+1,656
| +9% | +$34.9K | 0.16% | 221 |
|
|
2022
Q3 | $325K | Buy |
18,876
+306
| +2% | +$5.27K | 0.14% | 250 |
|
|
2022
Q2 | $321K | Buy |
18,570
+593
| +3% | +$10.3K | 0.13% | 223 |
|
|
2022
Q1 | $409K | Buy |
17,977
+894
| +5% | +$20.3K | 0.15% | 215 |
|
|
2021
Q4 | $372K | Buy |
17,083
+6,159
| +56% | +$134K | 0.13% | 235 |
|
|
2021
Q3 | $222K | Buy |
+10,924
| New | +$222K | 0.1% | 274 |
|