Piedmont Investment Advisors’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,350
| Closed | -$50K | – | 1697 |
|
|
2018
Q2 | $50K | Buy |
+2,350
| New | +$50K | ﹤0.01% | 1291 |
|
|
2017
Q2 | – | Sell |
-73,025
| Closed | -$1.62M | – | 775 |
|
|
2017
Q1 | $1.62M | Buy |
73,025
+46,809
| +179% | +$1.04M | 0.03% | 262 |
|
|
2016
Q4 | $537K | Hold |
26,216
| – | – | 0.01% | 315 |
|
|
2016
Q3 | $591K | Buy |
26,216
+26,000
| +12,037% | +$586K | 0.01% | 274 |
|
|
2016
Q2 | $4.1K | Buy |
+216
| New | +$4.1K | ﹤0.01% | 276 |
|