Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-120,298
| Closed | -$2M | – | 279 |
|
|
2023
Q1 | $2M | Hold |
120,298
| – | – | 0.36% | 75 |
|
|
2022
Q4 | $1.89M | Hold |
120,298
| – | – | 0.34% | 77 |
|
|
2022
Q3 | $1.86M | Hold |
120,298
| – | – | 0.39% | 67 |
|
|
2022
Q2 | $2.28M | Hold |
120,298
| – | – | 0.47% | 56 |
|
|
2022
Q1 | $2.93M | Buy |
+120,298
| New | +$2.93M | 0.5% | 55 |
|