Schubert & Co’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 |
-29
| Closed | -$482 | – | 826 |
|
|
2023
Q1 | $482 | Buy |
29
+7
| +32% | +$116 | ﹤0.01% | 1424 |
|
|
2022
Q4 | $346 | Hold |
22
| – | – | ﹤0.01% | 1454 |
|
|
2022
Q3 | $0 | Sell |
22
-37
| -63% | – | ﹤0.01% | 1477 |
|
|
2022
Q2 | $1K | Buy |
59
+32
| +119% | +$542 | ﹤0.01% | 1167 |
|
|
2022
Q1 | $1K | Buy |
27
+2
| +8% | +$74 | ﹤0.01% | 764 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 718 |
|