AWM
Aries 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 | $474K | Hold |
22,865
| – | – | 0.12% | 142 |
|
|
2025
Q1 | $479K | Hold |
22,865
| – | – | 0.13% | 139 |
|
|
2024
Q4 | $497K | Hold |
22,865
| – | – | 0.14% | 140 |
|
|
2024
Q3 | $451K | Hold |
22,865
| – | – | 0.12% | 145 |
|
|
2024
Q2 | $451K | Hold |
22,865
| – | – | 0.14% | 128 |
|
|
2024
Q1 | $436K | Sell |
22,865
-1,000
| -4% | -$19.1K | 0.14% | 133 |
|
|
2023
Q4 | $477K | Hold |
23,865
| – | – | 0.17% | 124 |
|
|
2023
Q3 | $469K | Hold |
23,865
| – | – | 0.18% | 121 |
|
|
2023
Q2 | $458K | Hold |
23,865
| – | – | 0.18% | 122 |
|
|
2023
Q1 | $442K | Hold |
23,865
| – | – | 0.18% | 122 |
|
|
2022
Q4 | $418K | Sell |
23,865
-2,175
| -8% | -$38.1K | 0.18% | 119 |
|
|
2022
Q3 | $500K | Hold |
26,040
| – | – | 0.22% | 104 |
|
|
2022
Q2 | $506K | Buy |
+26,040
| New | +$506K | 0.23% | 98 |
|
|
2022
Q1 | – | Sell |
-22,040
| Closed | -$462K | – | 123 |
|
|
2021
Q4 | $462K | Buy |
22,040
+5,440
| +33% | +$114K | 0.18% | 117 |
|
|
2021
Q3 | $366K | Hold |
16,600
| – | – | 0.15% | 128 |
|
|
2021
Q2 | $357K | Hold |
16,600
| – | – | 0.15% | 128 |
|
|
2021
Q1 | $338K | Buy |
+16,600
| New | +$338K | 0.15% | 125 |
|