Appleton Partners’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,725
| Closed | -$218K | – | 300 |
|
|
2022
Q1 | $218K | Sell |
3,725
-100
| -3% | -$5.85K | 0.02% | 293 |
|
|
2021
Q4 | $285K | Hold |
3,825
| – | – | 0.02% | 268 |
|
|
2021
Q3 | $233K | Hold |
3,825
| – | – | 0.02% | 274 |
|
|
2021
Q2 | $227K | Buy |
+3,825
| New | +$227K | 0.02% | 278 |
|
|
2020
Q1 | – | Sell |
-7,200
| Closed | -$210K | – | 273 |
|
|
2019
Q4 | $210K | Buy |
+7,200
| New | +$210K | 0.02% | 285 |
|