SW
SkyOak Wealth’s Kite Realty KRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,990
| Closed | -$202K | – | 259 |
|
|
2024
Q4 | $202K | Hold |
7,990
| – | – | 0.04% | 241 |
|
|
2024
Q3 | $212K | Sell |
7,990
-7,157
| -47% | -$190K | 0.05% | 216 |
|
|
2024
Q2 | $339K | Hold |
15,147
| – | – | 0.08% | 154 |
|
|
2024
Q1 | $328K | Sell |
15,147
-1,414
| -9% | -$30.7K | 0.08% | 173 |
|
|
2023
Q4 | $379K | Sell |
16,561
-1,246
| -7% | -$28.5K | 0.1% | 142 |
|
|
2023
Q3 | $381K | Hold |
17,807
| – | – | 0.11% | 131 |
|
|
2023
Q2 | $398K | Hold |
17,807
| – | – | 0.11% | 137 |
|
|
2023
Q1 | $373K | Hold |
17,807
| – | – | 0.11% | 139 |
|
|
2022
Q4 | $375K | Hold |
17,807
| – | – | 0.13% | 134 |
|
|
2022
Q3 | $307K | Hold |
17,807
| – | – | 0.11% | 149 |
|
|
2022
Q2 | $308K | Sell |
17,807
-623
| -3% | -$10.8K | 0.11% | 155 |
|
|
2022
Q1 | $420K | Hold |
18,430
| – | – | 0.12% | 145 |
|
|
2021
Q4 | $401K | Buy |
+18,430
| New | +$401K | 0.1% | 148 |
|