B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,184
| Closed | -$118K | – | 486 |
|
|
2015
Q2 | $118K | Sell |
5,184
-1,023
| -16% | -$23.3K | 0.09% | 244 |
|
|
2015
Q1 | $141K | Buy |
6,207
+22
| +0.4% | +$500 | 0.11% | 233 |
|
|
2014
Q4 | $143K | Buy |
6,185
+30
| +0.5% | +$694 | 0.12% | 209 |
|
|
2014
Q3 | $137K | Buy |
6,155
+1,041
| +20% | +$23.2K | 0.1% | 244 |
|
|
2014
Q2 | $124K | Buy |
5,114
+3,017
| +144% | +$73.2K | 0.08% | 306 |
|
|
2014
Q1 | $48K | Buy |
+2,097
| New | +$48K | 0.04% | 449 |
|