Wealthspire Advisors (Maryland)’s Kestrel Group, Ltd. KG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-21
| Closed | -$1K | – | 2543 |
|
|
2018
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 2293 |
|
|
2018
Q3 | – | Sell |
-4
| Closed | -$1K | – | 2454 |
|
|
2018
Q2 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 2325 |
|
|
2018
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2358 |
|
|
2017
Q4 | – | Sell |
-1
| Closed | – | – | 2546 |
|
|
2017
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2385 |
|