Veritable’s Kestrel Group, Ltd. KG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-2,289
Closed -$679K 822
2015
Q1
$679K Hold
2,289
0.01% 499
2014
Q4
$585K Hold
2,289
0.01% 544
2014
Q3
$507K Buy
+2,289
New +$507K 0.01% 600