SeaCrest Wealth Management’s Kestrel Group, Ltd. KG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-352
| Closed | -$14K | – | 1139 |
|
|
2022
Q2 | $14K | Buy |
+352
| New | +$14K | ﹤0.01% | 1620 |
|
|
2019
Q4 | – | Sell |
-527
| Closed | -$8K | – | 575 |
|
|
2019
Q3 | $8K | Hold |
527
| – | – | ﹤0.01% | 542 |
|
|
2019
Q2 | $7K | Hold |
527
| – | – | ﹤0.01% | 515 |
|
|
2019
Q1 | $8K | Hold |
527
| – | – | ﹤0.01% | 1601 |
|
|
2018
Q4 | $17K | Hold |
527
| – | – | ﹤0.01% | 1299 |
|
|
2018
Q3 | $30K | Buy |
527
+100
| +23% | +$5.69K | 0.01% | 1212 |
|
|
2018
Q2 | $66K | Sell |
427
-400
| -48% | -$61.8K | 0.01% | 871 |
|
|
2018
Q1 | $108K | Buy |
827
+50
| +6% | +$6.53K | 0.02% | 680 |
|
|
2017
Q4 | $103K | Buy |
+777
| New | +$103K | 0.02% | 708 |
|