Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-107
| Closed | -$2K | – | 1131 |
|
|
2021
Q1 | $2K | Hold |
107
| – | – | ﹤0.01% | 1707 |
|
|
2020
Q4 | $2K | Hold |
107
| – | – | ﹤0.01% | 1495 |
|
|
2020
Q3 | $1K | Sell |
107
-3,050
| -97% | -$28.5K | ﹤0.01% | 1441 |
|
|
2020
Q2 | $36K | Hold |
3,157
| – | – | ﹤0.01% | 802 |
|
|
2020
Q1 | $32K | Hold |
3,157
| – | – | ﹤0.01% | 722 |
|
|
2019
Q4 | $62K | Hold |
3,157
| – | – | 0.01% | 566 |
|
|
2019
Q3 | $51K | Hold |
3,157
| – | – | 0.01% | 591 |
|
|
2019
Q2 | $48K | Hold |
3,157
| – | – | 0.01% | 613 |
|
|
2019
Q1 | $50K | Buy |
3,157
+3,050
| +2,850% | +$48.3K | 0.01% | 548 |
|
|
2018
Q4 | $2K | Hold |
107
| – | – | ﹤0.01% | 1280 |
|
|
2018
Q3 | $2K | Hold |
107
| – | – | ﹤0.01% | 1469 |
|
|
2018
Q2 | $2K | Hold |
107
| – | – | ﹤0.01% | 1346 |
|
|
2018
Q1 | $2K | Hold |
107
| – | – | ﹤0.01% | 1331 |
|
|
2017
Q4 | $2K | Hold |
107
| – | – | ﹤0.01% | 1185 |
|
|
2017
Q3 | $2K | Buy |
+107
| New | +$2K | ﹤0.01% | 1016 |
|