SWA
SOA Wealth Advisors’s Kennedy-Wilson Holdings KW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-774
| Closed | -$7.73K | – | 900 |
|
|
2024
Q4 | $7.73K | Hold |
774
| – | – | ﹤0.01% | 578 |
|
|
2024
Q3 | $8.55K | Hold |
774
| – | – | ﹤0.01% | 552 |
|
|
2024
Q2 | $7.52K | Hold |
774
| – | – | ﹤0.01% | 566 |
|
|
2024
Q1 | $6.64K | Hold |
774
| – | – | ﹤0.01% | 585 |
|
|
2023
Q4 | $9.58K | Hold |
774
| – | – | ﹤0.01% | 531 |
|
|
2023
Q3 | $11.4K | Hold |
774
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $12.6K | Hold |
774
| – | – | ﹤0.01% | 503 |
|
|
2023
Q1 | $12.8K | Hold |
774
| – | – | ﹤0.01% | 497 |
|
|
2022
Q4 | $12.2K | Hold |
774
| – | – | ﹤0.01% | 494 |
|
|
2022
Q3 | $11K | Hold |
774
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $14K | Hold |
774
| – | – | ﹤0.01% | 445 |
|
|
2022
Q1 | $18K | Hold |
774
| – | – | ﹤0.01% | 486 |
|
|
2021
Q4 | $18K | Hold |
774
| – | – | ﹤0.01% | 458 |
|
|
2021
Q3 | $16K | Hold |
774
| – | – | ﹤0.01% | 489 |
|
|
2021
Q2 | $15K | Hold |
774
| – | – | ﹤0.01% | 505 |
|
|
2021
Q1 | $15K | Hold |
774
| – | – | ﹤0.01% | 445 |
|
|
2020
Q4 | $13K | Buy |
+774
| New | +$13K | ﹤0.01% | 470 |
|