Adirondack Retirement Specialists’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.89M | Sell |
128,087
-42,204
| -25% | -$2.6M | 6.13% | 6 |
|
|
2023
Q2 | $9.54M | Sell |
170,291
-34,489
| -17% | -$1.93M | 7.48% | 6 |
|
|
2023
Q1 | $10.4M | Sell |
204,780
-15,387
| -7% | -$785K | 8.7% | 4 |
|
|
2022
Q4 | $10.2M | Sell |
220,167
-812
| -0.4% | -$37.7K | 11.53% | 5 |
|
|
2022
Q3 | $9.5M | Buy |
220,979
+25,385
| +13% | +$1.09M | 9.17% | 6 |
|
|
2022
Q2 | $8.96M | Buy |
195,594
+42,978
| +28% | +$1.97M | 9.15% | 6 |
|
|
2022
Q1 | $11.2M | Sell |
152,616
-30,019
| -16% | -$2.2M | 9.99% | 4 |
|
|
2021
Q4 | $13.6M | Sell |
182,635
-15,499
| -8% | -$1.15M | 11.86% | 4 |
|
|
2021
Q3 | $12.1M | Buy |
198,134
+50,093
| +34% | +$3.05M | 11.17% | 4 |
|
|
2021
Q2 | $11.7M | Buy |
148,041
+3,582
| +2% | +$284K | 11.11% | 4 |
|
|
2021
Q1 | $9.49M | Buy |
+144,459
| New | +$9.49M | 9.73% | 4 |
|