Baldwin Wealth Partners’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-61
| Closed | -$7.97K | – | 659 |
|
|
2024
Q3 | $7.97K | Buy |
61
+51
| +510% | +$6.66K | ﹤0.01% | 826 |
|
|
2024
Q2 | $1.05K | Buy |
+10
| New | +$1.05K | ﹤0.01% | 718 |
|
|
2020
Q2 | – | Sell |
-2,500
| Closed | -$59K | – | 543 |
|
|
2020
Q1 | $59K | Sell |
2,500
-2,500
| -50% | -$59K | 0.01% | 258 |
|
|
2019
Q4 | $146K | Hold |
5,000
| – | – | 0.02% | 201 |
|
|
2019
Q3 | $134K | Hold |
5,000
| – | – | 0.02% | 198 |
|
|
2019
Q2 | $126K | Hold |
5,000
| – | – | 0.02% | 225 |
|
|
2019
Q1 | $117K | Hold |
5,000
| – | – | 0.02% | 230 |
|
|
2018
Q4 | $98K | Sell |
5,000
-1,000
| -17% | -$19.6K | 0.02% | 234 |
|
|
2018
Q3 | $164K | Hold |
6,000
| – | – | 0.02% | 213 |
|
|
2018
Q2 | $149K | Hold |
6,000
| – | – | 0.02% | 221 |
|
|
2018
Q1 | $122K | Hold |
6,000
| – | – | 0.02% | 226 |
|
|
2017
Q4 | $126K | Hold |
6,000
| – | – | 0.02% | 226 |
|
|
2017
Q3 | $122K | Hold |
6,000
| – | – | 0.02% | 221 |
|
|
2017
Q2 | $112K | Hold |
6,000
| – | – | 0.02% | 227 |
|
|
2017
Q1 | $109K | Hold |
6,000
| – | – | 0.02% | 224 |
|
|
2016
Q4 | $92K | Buy |
6,000
+4,000
| +200% | +$61.3K | 0.02% | 238 |
|
|
2016
Q3 | $29K | Hold |
2,000
| – | – | 0.01% | 346 |
|
|
2016
Q2 | $25K | Buy |
2,000
+1,000
| +100% | +$12.5K | 0.01% | 320 |
|
|
2016
Q1 | $15K | Buy |
+1,000
| New | +$15K | ﹤0.01% | 381 |
|