Personal CFO Solutions’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-11,176
| Closed | -$165K | – | 535 |
|
2023
Q3 | $165K | Buy |
11,176
+121
| +1% | +$1.78K | 0.03% | 444 |
|
2023
Q2 | $181K | Buy |
11,055
+9
| +0.1% | +$147 | 0.04% | 452 |
|
2023
Q1 | $183K | Buy |
11,046
+235
| +2% | +$3.9K | 0.04% | 453 |
|
2022
Q4 | $170K | Buy |
10,811
+67
| +0.6% | +$1.05K | 0.04% | 433 |
|
2022
Q3 | $166K | Buy |
+10,744
| New | +$166K | 0.04% | 388 |
|
2022
Q2 | – | Sell |
-9,017
| Closed | -$220K | – | 472 |
|
2022
Q1 | $220K | Buy |
+9,017
| New | +$220K | 0.04% | 420 |
|