Spire Wealth Management’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.02K | Hold |
1,327
| – | – | ﹤0.01% | 1753 |
|
2025
Q1 | $11.5K | Hold |
1,327
| – | – | ﹤0.01% | 1797 |
|
2024
Q4 | $13.3K | Hold |
1,327
| – | – | ﹤0.01% | 1764 |
|
2024
Q3 | $14.7K | Hold |
1,327
| – | – | ﹤0.01% | 1531 |
|
2024
Q2 | $12.9K | Buy |
+1,327
| New | +$12.9K | ﹤0.01% | 1570 |
|
2024
Q1 | – | Sell |
-1,152
| Closed | -$12.9K | – | 2355 |
|
2023
Q4 | $12.9K | Buy |
1,152
+470
| +69% | +$5.26K | ﹤0.01% | 1676 |
|
2023
Q3 | $10.1K | Buy |
682
+249
| +58% | +$3.67K | ﹤0.01% | 1729 |
|
2023
Q2 | $7.07K | Hold |
433
| – | – | ﹤0.01% | 1907 |
|
2023
Q1 | $7.18K | Buy |
+433
| New | +$7.18K | ﹤0.01% | 1949 |
|
2022
Q3 | – | Sell |
-433
| Closed | -$8K | – | 2413 |
|
2022
Q2 | $8K | Buy |
+433
| New | +$8K | ﹤0.01% | 1995 |
|
2022
Q1 | – | Sell |
-433
| Closed | -$10K | – | 2710 |
|
2021
Q4 | $10K | Buy |
+433
| New | +$10K | ﹤0.01% | 2385 |
|
2021
Q2 | – | Sell |
-433
| Closed | -$9K | – | 2791 |
|
2021
Q1 | $9K | Buy |
+433
| New | +$9K | ﹤0.01% | 2444 |
|