Arbor Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $40.2M | Sell |
539,316
-3,490
| -0.6% | -$260K | 8.81% | 4 |
|
|
2021
Q3 | $33M | Buy |
542,806
+30,568
| +6% | +$1.86M | 7.78% | 5 |
|
|
2021
Q2 | $30.3M | Buy |
512,238
+27,309
| +6% | +$1.62M | 7.48% | 4 |
|
|
2021
Q1 | $23.7M | Buy |
484,929
+55,291
| +13% | +$2.7M | 6.99% | 3 |
|
|
2020
Q4 | $17.4M | Sell |
429,638
-27,958
| -6% | -$1.13M | 6.54% | 2 |
|
|
2020
Q3 | $15.7M | Buy |
457,596
+27,406
| +6% | +$941K | 6.24% | 3 |
|
|
2020
Q2 | $13.3M | Buy |
430,190
+12,940
| +3% | +$400K | 6.2% | 3 |
|
|
2020
Q1 | $9.79M | Buy |
417,250
+38,636
| +10% | +$907K | 6.22% | 4 |
|
|
2019
Q4 | $11M | Buy |
378,614
+65,434
| +21% | +$1.91M | 4.61% | 4 |
|
|
2019
Q3 | $8.41M | Buy |
313,180
+96,585
| +45% | +$2.59M | 4.32% | 6 |
|
|
2019
Q2 | $5.47M | Buy |
+216,595
| New | +$5.47M | 2.95% | 14 |
|