Wealth Enhancement Advisory Services’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,078
| Closed | -$96.2K | – | 3400 |
|
|
2025
Q1 | $96.2K | Sell |
11,078
-3,663
| -25% | -$31.8K | ﹤0.01% | 2740 |
|
|
2024
Q4 | $147K | Buy |
14,741
+328
| +2% | +$3.28K | ﹤0.01% | 2718 |
|
|
2024
Q3 | $159K | Buy |
14,413
+395
| +3% | +$4.37K | ﹤0.01% | 2460 |
|
|
2024
Q2 | $136K | Buy |
14,018
+1,932
| +16% | +$18.8K | ﹤0.01% | 2357 |
|
|
2024
Q1 | $104K | Buy |
+12,086
| New | +$104K | ﹤0.01% | 2282 |
|
|
2023
Q4 | – | Sell |
-16,921
| Closed | -$249K | – | 2308 |
|
|
2023
Q3 | $249K | Buy |
+16,921
| New | +$249K | ﹤0.01% | 1848 |
|