Patriot Financial Group Insurance Agency’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-300
| Closed | -$5K | – | 1247 |
|
|
2022
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 1488 |
|
|
2022
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 1497 |
|
|
2021
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 1612 |
|
|
2021
Q3 | $6K | Sell |
300
-1,264
| -81% | -$25.3K | ﹤0.01% | 1650 |
|
|
2021
Q2 | $34K | Sell |
1,564
-1
| -0.1% | -$22 | 0.01% | 971 |
|
|
2021
Q1 | $30K | Hold |
1,565
| – | – | 0.01% | 954 |
|
|
2020
Q4 | $23K | Hold |
1,565
| – | – | 0.01% | 926 |
|
|
2020
Q3 | $18K | Hold |
1,565
| – | – | 0.01% | 834 |
|
|
2020
Q2 | $18K | Hold |
1,565
| – | – | 0.01% | 783 |
|
|
2020
Q1 | $15K | Sell |
1,565
-1,598
| -51% | -$15.3K | 0.01% | 733 |
|
|
2019
Q4 | $62K | Hold |
3,163
| – | – | 0.02% | 434 |
|
|
2019
Q3 | $51K | Sell |
3,163
-751
| -19% | -$12.1K | 0.02% | 443 |
|
|
2019
Q2 | $59K | Hold |
3,914
| – | – | 0.03% | 409 |
|
|
2019
Q1 | $63K | Hold |
3,914
| – | – | 0.03% | 349 |
|
|
2018
Q4 | $55K | Sell |
3,914
-402
| -9% | -$5.65K | 0.04% | 305 |
|
|
2018
Q3 | $72K | Buy |
4,316
+2,317
| +116% | +$38.7K | 0.04% | 251 |
|
|
2018
Q2 | $34K | Hold |
1,999
| – | – | 0.04% | 228 |
|
|
2018
Q1 | $30K | Hold |
1,999
| – | – | 0.02% | 393 |
|
|
2017
Q4 | $38K | Buy |
1,999
+1,248
| +166% | +$23.7K | 0.03% | 337 |
|
|
2017
Q3 | $15K | Sell |
751
-1,328
| -64% | -$26.5K | 0.01% | 469 |
|
|
2017
Q2 | $38K | Buy |
2,079
+1,328
| +177% | +$24.3K | 0.04% | 292 |
|
|
2017
Q1 | $16K | Hold |
751
| – | – | 0.02% | 407 |
|
|
2016
Q4 | $18K | Buy |
+751
| New | +$18K | 0.02% | 361 |
|