AWM
Activest Wealth Management’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Hold |
23,394
| – | – | 0.12% | 69 |
|
|
2025
Q1 | $490K | Hold |
23,394
| – | – | 0.13% | 67 |
|
|
2024
Q4 | $508K | Sell |
23,394
-1,437
| -6% | -$31.2K | 0.14% | 62 |
|
|
2024
Q3 | $490K | Sell |
24,831
-9,678
| -28% | -$191K | 0.15% | 59 |
|
|
2024
Q2 | $681K | Sell |
34,509
-6,471
| -16% | -$128K | 0.22% | 46 |
|
|
2024
Q1 | $781K | Buy |
40,980
+10,476
| +34% | +$200K | 0.38% | 27 |
|
|
2023
Q4 | $609K | Sell |
30,504
-5,893
| -16% | -$118K | 0.34% | 26 |
|
|
2023
Q3 | $717K | Sell |
36,397
-8,915
| -20% | -$176K | 0.44% | 23 |
|
|
2023
Q2 | $905K | Buy |
+45,312
| New | +$905K | 0.63% | 14 |
|