9258 Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $683K | Sell |
5,234
-97
| -2% | -$12.7K | 0.1% | 162 |
|
|
2024
Q2 | $561K | Sell |
5,331
-315
| -6% | -$33.2K | 0.09% | 177 |
|
|
2024
Q1 | $568K | Buy |
5,646
+814
| +17% | +$81.9K | 0.09% | 181 |
|
|
2023
Q4 | $400K | Buy |
4,832
+1
| +0% | +$83 | 0.07% | 215 |
|
|
2023
Q3 | $298K | Buy |
4,831
+50
| +1% | +$3.08K | 0.06% | 247 |
|
|
2023
Q2 | $268K | Sell |
4,781
-133
| -3% | -$7.45K | 0.05% | 266 |
|
|
2023
Q1 | $258K | Sell |
4,914
-21
| -0.4% | -$1.1K | 0.05% | 270 |
|
|
2022
Q4 | $229K | Sell |
4,935
-8
| -0.2% | -$371 | 0.05% | 286 |
|
|
2022
Q3 | $213K | Buy |
4,943
+2
| +0% | +$86 | 0.05% | 294 |
|
|
2022
Q2 | $229K | Buy |
4,941
+127
| +3% | +$5.89K | 0.06% | 295 |
|
|
2022
Q1 | $281K | Buy |
4,814
+56
| +1% | +$3.27K | 0.07% | 293 |
|
|
2021
Q4 | $354K | Sell |
4,758
-2
| -0% | -$149 | 0.08% | 253 |
|
|
2021
Q3 | $290K | Sell |
4,760
-35
| -0.7% | -$2.13K | 0.08% | 266 |
|
|
2021
Q2 | $284K | Sell |
4,795
-1,151
| -19% | -$68.2K | 0.08% | 273 |
|
|
2021
Q1 | $290K | Buy |
+5,946
| New | +$290K | 0.09% | 252 |
|