Mosaic Family Wealth’s Kestrel Group, Ltd. KG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10
| Closed | -$2K | – | 935 |
|
|
2017
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 664 |
|
|
2017
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 649 |
|
|
2016
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 635 |
|
|
2016
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 685 |
|
|
2016
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 671 |
|
|
2016
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 711 |
|
|
2015
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 694 |
|