Northeast Financial Consultants’s Kestrel Group, Ltd. KG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,238
| Closed | -$51.8K | – | 314 |
|
|
2023
Q1 | $51.8K | Hold |
1,238
| – | – | ﹤0.01% | 311 |
|
|
2022
Q4 | $52.2K | Sell |
1,238
-1,238
| -50% | -$52.2K | ﹤0.01% | 317 |
|
|
2022
Q3 | $106K | Hold |
2,476
| – | – | 0.01% | 324 |
|
|
2022
Q2 | $96K | Hold |
2,476
| – | – | 0.01% | 319 |
|
|
2022
Q1 | $119K | Hold |
2,476
| – | – | 0.01% | 377 |
|
|
2021
Q4 | $152K | Hold |
2,476
| – | – | 0.01% | 341 |
|
|
2021
Q3 | $156K | Hold |
2,476
| – | – | 0.01% | 339 |
|
|
2021
Q2 | $167K | Hold |
2,476
| – | – | 0.01% | 338 |
|
|
2021
Q1 | $163K | Buy |
+2,476
| New | +$163K | 0.01% | 321 |
|