Valeo Financial Advisors’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-129
| Closed | -$3K | – | 1136 |
|
|
2021
Q1 | $3K | Buy |
+129
| New | +$3K | ﹤0.01% | 1618 |
|
|
2020
Q3 | – | Sell |
-550
| Closed | -$8K | – | 1822 |
|
|
2020
Q2 | $8K | Buy |
550
+277
| +101% | +$4.03K | ﹤0.01% | 1286 |
|
|
2020
Q1 | $4K | Buy |
273
+92
| +51% | +$1.35K | ﹤0.01% | 1303 |
|
|
2019
Q4 | $4K | Hold |
181
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q3 | $4K | Hold |
181
| – | – | ﹤0.01% | 1237 |
|
|
2019
Q2 | $4K | Hold |
181
| – | – | ﹤0.01% | 1270 |
|
|
2019
Q1 | $4K | Hold |
181
| – | – | ﹤0.01% | 1231 |
|
|
2018
Q4 | $3K | Buy |
181
+22
| +14% | +$365 | ﹤0.01% | 1201 |
|
|
2018
Q3 | $3K | Buy |
159
+116
| +270% | +$2.19K | ﹤0.01% | 1344 |
|
|
2018
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1467 |
|