Sowell Financial Services’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,189
| Closed | -$185K | – | 1719 |
|
|
2021
Q1 | $185K | Sell |
9,189
-2,391
| -21% | -$48.1K | 0.01% | 1095 |
|
|
2020
Q4 | $207K | Hold |
11,580
| – | – | 0.01% | 823 |
|
|
2020
Q3 | $168K | Sell |
11,580
-710
| -6% | -$10.3K | 0.01% | 793 |
|
|
2020
Q2 | $187K | Buy |
12,290
+1,435
| +13% | +$21.8K | 0.01% | 746 |
|
|
2020
Q1 | $146K | Buy |
10,855
+885
| +9% | +$11.9K | 0.01% | 742 |
|
|
2019
Q4 | $222K | Buy |
+9,970
| New | +$222K | 0.02% | 675 |
|