TCI Wealth Advisors’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-750
| Closed | -$15.7K | – | 1274 |
|
|
2023
Q1 | $15.7K | Buy |
750
+481
| +179% | +$10.1K | ﹤0.01% | 834 |
|
|
2022
Q4 | $5.66K | Hold |
269
| – | – | ﹤0.01% | 1436 |
|
|
2022
Q3 | $5K | Hold |
269
| – | – | ﹤0.01% | 1474 |
|
|
2022
Q2 | $5K | Sell |
269
-211
| -44% | -$3.92K | ﹤0.01% | 1498 |
|
|
2022
Q1 | $11K | Hold |
480
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q4 | $10K | Buy |
480
+274
| +133% | +$5.71K | ﹤0.01% | 1170 |
|
|
2021
Q3 | $4K | Buy |
206
+70
| +51% | +$1.36K | ﹤0.01% | 1754 |
|
|
2021
Q2 | $3K | Buy |
136
+29
| +27% | +$640 | ﹤0.01% | 1763 |
|
|
2021
Q1 | $2K | Buy |
+107
| New | +$2K | ﹤0.01% | 1769 |
|
|
2020
Q2 | – | Sell |
-174
| Closed | -$2K | – | 1549 |
|
|
2020
Q1 | $2K | Hold |
174
| – | – | ﹤0.01% | 1015 |
|
|
2019
Q4 | $3K | Hold |
174
| – | – | ﹤0.01% | 1024 |
|
|
2019
Q3 | $3K | Sell |
174
-126
| -42% | -$2.17K | ﹤0.01% | 958 |
|
|
2019
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 769 |
|
|
2019
Q1 | $5K | Buy |
300
+126
| +72% | +$2.1K | ﹤0.01% | 790 |
|
|
2018
Q4 | $2K | Buy |
+174
| New | +$2K | ﹤0.01% | 1000 |
|
|
2018
Q2 | – | Sell |
-123
| Closed | -$2K | – | 1550 |
|
|
2018
Q1 | $2K | Buy |
+123
| New | +$2K | ﹤0.01% | 974 |
|