Lourd Capital’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,144
| Closed | -$215K | – | 338 |
|
|
2018
Q2 | $215K | Sell |
10,144
-2,404
| -19% | -$51K | 0.03% | 107 |
|
|
2018
Q1 | $218K | Sell |
12,548
-42
| -0.3% | -$730 | 0.03% | 118 |
|
|
2017
Q4 | $218K | Buy |
12,590
+320
| +3% | +$5.54K | 0.01% | 320 |
|
|
2017
Q3 | $228K | Hold |
12,270
| – | – | 0.02% | 104 |
|
|
2017
Q2 | $234K | Sell |
12,270
-139
| -1% | -$2.65K | 0.02% | 101 |
|
|
2017
Q1 | $275K | Hold |
12,409
| – | – | 0.03% | 93 |
|
|
2016
Q4 | $254K | Buy |
12,409
+64
| +0.5% | +$1.31K | 0.03% | 83 |
|
|
2016
Q3 | $278K | Buy |
+12,345
| New | +$278K | 0.03% | 79 |
|