AWA
Acorn Wealth Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
51,079
+1,603
| +3% | +$33.3K | 0.39% | 60 |
|
|
2025
Q1 | $1.04M | Buy |
49,476
+2,196
| +5% | +$46K | 0.43% | 53 |
|
|
2024
Q4 | $1.03M | Buy |
47,280
+1,088
| +2% | +$23.6K | 0.42% | 51 |
|
|
2024
Q3 | $911K | Buy |
46,192
+3,492
| +8% | +$68.9K | 0.39% | 49 |
|
|
2024
Q2 | $842K | Buy |
42,700
+1,421
| +3% | +$28K | 0.42% | 52 |
|
|
2024
Q1 | $787K | Buy |
41,279
+1,160
| +3% | +$22.1K | 0.41% | 56 |
|
|
2023
Q4 | $801K | Buy |
40,119
+118
| +0.3% | +$2.36K | 0.47% | 47 |
|
|
2023
Q3 | $788K | Buy |
40,001
+812
| +2% | +$16K | 0.52% | 44 |
|
|
2023
Q2 | $752K | Buy |
39,189
+1,533
| +4% | +$29.4K | 0.51% | 44 |
|
|
2023
Q1 | $697K | Buy |
37,656
+3,151
| +9% | +$58.3K | 0.51% | 44 |
|
|
2022
Q4 | $604K | Buy |
34,505
+2,464
| +8% | +$43.1K | 0.46% | 47 |
|
|
2022
Q3 | $543K | Buy |
32,041
+2,776
| +9% | +$47K | 0.44% | 50 |
|
|
2022
Q2 | $568K | Buy |
29,265
+1,547
| +6% | +$30K | 0.45% | 52 |
|
|
2022
Q1 | $633K | Buy |
27,718
+1,932
| +7% | +$44.1K | 0.44% | 52 |
|
|
2021
Q4 | $540K | Buy |
25,786
+14,445
| +127% | +$303K | 0.34% | 71 |
|
|
2021
Q3 | $250K | Buy |
+11,341
| New | +$250K | 0.17% | 140 |
|
|
2018
Q3 | – | Sell |
-2,348
| Closed | -$18K | – | 232 |
|
|
2018
Q2 | $18K | Hold |
2,348
| – | – | 0.02% | 411 |
|
|
2018
Q1 | $18K | Hold |
2,348
| – | – | 0.02% | 408 |
|
|
2017
Q4 | $18K | Buy |
+2,348
| New | +$18K | 0.02% | 394 |
|