Marcum Wealth’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $901K | Sell |
40,290
-593
| -1% | -$13.3K | 0.08% | 122 |
|
|
2024
Q4 | $1.03M | Buy |
40,883
+28
| +0.1% | +$707 | 0.09% | 110 |
|
|
2024
Q3 | $1.09M | Buy |
40,855
+571
| +1% | +$15.2K | 0.1% | 99 |
|
|
2024
Q2 | $902K | Hold |
40,284
| – | – | 0.09% | 114 |
|
|
2024
Q1 | $873K | Hold |
40,284
| – | – | 0.09% | 120 |
|
|
2023
Q4 | $921K | Hold |
40,284
| – | – | 0.1% | 103 |
|
|
2023
Q3 | $863K | Hold |
40,284
| – | – | 0.1% | 100 |
|
|
2023
Q2 | $900K | Hold |
40,284
| – | – | 0.11% | 106 |
|
|
2023
Q1 | $843K | Hold |
40,284
| – | – | 0.11% | 113 |
|
|
2022
Q4 | $848K | Hold |
40,284
| – | – | 0.11% | 106 |
|
|
2022
Q3 | $694K | Hold |
40,284
| – | – | 0.11% | 125 |
|
|
2022
Q2 | $697K | Hold |
40,284
| – | – | 0.1% | 120 |
|
|
2022
Q1 | $917K | Hold |
40,284
| – | – | 0.13% | 104 |
|
|
2021
Q4 | $877K | Buy |
+40,284
| New | +$877K | 0.12% | 114 |
|