United Capital Financial Advisors’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,440
| Closed | -$197K | – | 1084 |
|
|
2022
Q3 | $197K | Sell |
11,440
-1,335
| -10% | -$23K | ﹤0.01% | 1030 |
|
|
2022
Q2 | $221K | Sell |
12,775
-7,096
| -36% | -$123K | ﹤0.01% | 1026 |
|
|
2022
Q1 | $452K | Buy |
19,871
+115
| +0.6% | +$2.62K | ﹤0.01% | 860 |
|
|
2021
Q4 | $430K | Buy |
+19,756
| New | +$430K | ﹤0.01% | 905 |
|
|
2015
Q1 | – | Sell |
-31,251
| Closed | -$898K | – | 1254 |
|
|
2014
Q4 | $898K | Sell |
31,251
-19,421
| -38% | -$558K | 0.01% | 677 |
|
|
2014
Q3 | $1.23M | Buy |
+50,672
| New | +$1.23M | 0.02% | 555 |
|