Nicola Wealth Management’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-34,167
| Closed | -$1.23M | – | 110 |
|
|
2024
Q3 | $1.23M | Sell |
34,167
-7,700
| -18% | -$277K | 0.1% | 101 |
|
|
2024
Q2 | $1.28M | Buy |
41,867
+17,803
| +74% | +$545K | 0.11% | 102 |
|
|
2024
Q1 | $706K | Sell |
24,064
-16,600
| -41% | -$487K | 0.07% | 111 |
|
|
2023
Q4 | $1.23M | Sell |
40,664
-30,100
| -43% | -$910K | 0.13% | 104 |
|
|
2023
Q3 | $2.05M | Buy |
70,764
+10,600
| +18% | +$307K | 0.22% | 86 |
|
|
2023
Q2 | $1.34M | Buy |
60,164
+8,364
| +16% | +$187K | 0.13% | 94 |
|
|
2023
Q1 | $1.08M | Buy |
+51,800
| New | +$1.08M | 0.11% | 103 |
|