Asset Dedication LLC’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27
| Closed | -$3.99K | – | 1153 |
|
|
2024
Q4 | $3.99K | Buy |
+27
| New | +$3.99K | ﹤0.01% | 897 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 1011 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1021 |
|
|
2020
Q1 | – | Sell |
-256
| Closed | -$7K | – | 726 |
|
|
2019
Q4 | $7K | Hold |
256
| – | – | ﹤0.01% | 506 |
|
|
2019
Q3 | $7K | Hold |
256
| – | – | ﹤0.01% | 483 |
|
|
2019
Q2 | $6K | Hold |
256
| – | – | ﹤0.01% | 480 |
|
|
2019
Q1 | $6K | Hold |
256
| – | – | ﹤0.01% | 507 |
|
|
2018
Q4 | $5K | Hold |
256
| – | – | ﹤0.01% | 490 |
|
|
2018
Q3 | $7K | Buy |
+256
| New | +$7K | ﹤0.01% | 489 |
|
|
2018
Q2 | – | Sell |
-256
| Closed | -$5K | – | 681 |
|
|
2018
Q1 | $5K | Hold |
256
| – | – | ﹤0.01% | 438 |
|
|
2017
Q4 | $5K | Hold |
256
| – | – | ﹤0.01% | 408 |
|
|
2017
Q3 | $5K | Buy |
+256
| New | +$5K | ﹤0.01% | 329 |
|