WFG Advisors’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-360
| Closed | -$10K | – | 1632 |
|
|
2016
Q2 | $10K | Sell |
360
-2,177
| -86% | -$60.5K | ﹤0.01% | 1095 |
|
|
2016
Q1 | $70K | Hold |
2,537
| – | – | 0.02% | 571 |
|
|
2015
Q4 | $66K | Buy |
2,537
+736
| +41% | +$19.1K | 0.02% | 579 |
|
|
2015
Q3 | $43K | Hold |
1,801
| – | – | 0.01% | 695 |
|
|
2015
Q2 | $44K | Sell |
1,801
-1,081
| -38% | -$26.4K | 0.01% | 763 |
|
|
2015
Q1 | $81K | Hold |
2,882
| – | – | 0.02% | 596 |
|
|
2014
Q4 | $83K | Buy |
+2,882
| New | +$83K | 0.02% | 698 |
|