Stratos Wealth Partners’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-5,344
| Closed | -$89K | – | 1727 |
|
2018
Q3 | $89K | Buy |
+5,344
| New | +$89K | ﹤0.01% | 1182 |
|
2018
Q2 | – | Sell |
-7,036
| Closed | -$107K | – | 1848 |
|
2018
Q1 | $107K | Sell |
7,036
-735
| -9% | -$11.2K | ﹤0.01% | 1162 |
|
2017
Q4 | $152K | Buy |
+7,771
| New | +$152K | 0.01% | 986 |
|
2017
Q2 | – | Sell |
-9,696
| Closed | -$208K | – | 846 |
|
2017
Q1 | $208K | Sell |
9,696
-481
| -5% | -$10.3K | 0.01% | 712 |
|
2016
Q4 | $239K | Sell |
10,177
-1,250
| -11% | -$29.4K | 0.01% | 587 |
|
2016
Q3 | $317K | Buy |
11,427
+83
| +0.7% | +$2.3K | 0.02% | 464 |
|
2016
Q2 | $318K | Buy |
11,344
+2,133
| +23% | +$59.8K | 0.02% | 433 |
|
2016
Q1 | $255K | Hold |
9,211
| – | – | 0.02% | 452 |
|
2015
Q4 | $239K | Sell |
9,211
-491
| -5% | -$12.7K | 0.02% | 479 |
|
2015
Q3 | $231K | Buy |
9,702
+672
| +7% | +$16K | 0.03% | 452 |
|
2015
Q2 | $221K | Sell |
9,030
-1,302
| -13% | -$31.9K | 0.03% | 446 |
|
2015
Q1 | $291K | Buy |
+10,332
| New | +$291K | 0.03% | 439 |
|