ARC
Advisor Resource Council’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,953
| Closed | -$825K | – | 141 |
|
|
2024
Q1 | $825K | Buy |
+9,953
| New | +$825K | 0.35% | 70 |
|
|
2023
Q4 | – | Sell |
-9,878
| Closed | -$608K | – | 506 |
|
|
2023
Q3 | $608K | Buy |
9,878
+500
| +5% | +$30.8K | 0.31% | 56 |
|
|
2023
Q2 | $525K | Sell |
9,378
-3,180
| -25% | -$178K | 0.24% | 67 |
|
|
2023
Q1 | $647K | Buy |
+12,558
| New | +$647K | 0.16% | 154 |
|
|
2022
Q1 | – | Sell |
-3,200
| Closed | -$238K | – | 378 |
|
|
2021
Q4 | $238K | Buy |
+3,200
| New | +$238K | 0.02% | 513 |
|
|
2021
Q3 | – | Sell |
-4,000
| Closed | -$237K | – | 346 |
|
|
2021
Q2 | $237K | Buy |
+4,000
| New | +$237K | 0.02% | 439 |
|