Pinnacle Financial Partners’s Kestrel Group, Ltd. KG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-582
| Closed | -$163K | – | 481 |
|
|
2017
Q1 | $163K | Sell |
582
-220
| -27% | -$61.6K | 0.03% | 241 |
|
|
2016
Q4 | $280K | Buy |
802
+20
| +3% | +$6.98K | 0.06% | 203 |
|
|
2016
Q3 | $199K | Hold |
782
| – | – | 0.04% | 265 |
|
|
2016
Q2 | $199K | Sell |
782
-156
| -17% | -$39.7K | 0.05% | 256 |
|
|
2016
Q1 | $243K | Hold |
938
| – | – | 0.06% | 213 |
|
|
2015
Q4 | $280K | Hold |
938
| – | – | 0.09% | 200 |
|
|
2015
Q3 | $260K | Hold |
938
| – | – | 0.08% | 183 |
|
|
2015
Q2 | $296K | Buy |
938
+76
| +9% | +$24K | 0.09% | 174 |
|
|
2015
Q1 | $256K | Buy |
+862
| New | +$256K | 0.09% | 181 |
|