Rowland Carmichael Advisors’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,000
| Closed | -$216K | – | 336 |
|
|
2018
Q3 | $216K | Hold |
13,000
| – | – | 0.08% | 253 |
|
|
2018
Q2 | $222K | Hold |
13,000
| – | – | 0.09% | 251 |
|
|
2018
Q1 | $198K | Hold |
13,000
| – | – | 0.11% | 238 |
|
|
2017
Q4 | $255K | Buy |
13,000
+2,000
| +18% | +$39.2K | 0.13% | 209 |
|
|
2017
Q3 | $223K | Hold |
11,000
| – | – | 0.12% | 215 |
|
|
2017
Q2 | $208K | Hold |
11,000
| – | – | 0.12% | 213 |
|
|
2017
Q1 | $237K | Hold |
11,000
| – | – | 0.14% | 193 |
|
|
2016
Q4 | $258K | Hold |
11,000
| – | – | 0.15% | 185 |
|
|
2016
Q3 | $305K | Hold |
11,000
| – | – | 0.19% | 153 |
|
|
2016
Q2 | $308K | Buy |
+11,000
| New | +$308K | 0.19% | 151 |
|