BWM
BCS 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 | $272K | Hold |
13,091
| – | – | 0.06% | 210 |
|
|
2025
Q1 | $274K | Sell |
13,091
-358
| -3% | -$7.49K | 0.07% | 208 |
|
|
2024
Q4 | $292K | Buy |
+13,449
| New | +$292K | 0.07% | 201 |
|
|
2024
Q2 | – | Sell |
-13,449
| Closed | -$256K | – | 173 |
|
|
2024
Q1 | $256K | Hold |
13,449
| – | – | 0.08% | 203 |
|
|
2023
Q4 | $269K | Hold |
13,449
| – | – | 0.1% | 177 |
|
|
2023
Q3 | $265K | Buy |
+13,449
| New | +$265K | 0.11% | 162 |
|
|
2023
Q1 | – | Sell |
-13,675
| Closed | -$239K | – | 173 |
|
|
2022
Q4 | $239K | Hold |
13,675
| – | – | 0.1% | 170 |
|
|
2022
Q3 | $232K | Hold |
13,675
| – | – | 0.11% | 158 |
|
|
2022
Q2 | $266K | Hold |
13,675
| – | – | 0.12% | 144 |
|
|
2022
Q1 | $312K | Hold |
13,675
| – | – | 0.13% | 145 |
|
|
2021
Q4 | $286K | Hold |
13,675
| – | – | 0.1% | 166 |
|
|
2021
Q3 | $301K | Sell |
13,675
-178
| -1% | -$3.92K | 0.13% | 135 |
|
|
2021
Q2 | $298K | Buy |
+13,853
| New | +$298K | 0.16% | 119 |
|
|
2020
Q4 | – | Sell |
-10,550
| Closed | -$167K | – | 146 |
|
|
2020
Q3 | $167K | Hold |
10,550
| – | – | 0.09% | 124 |
|
|
2020
Q2 | $148K | Sell |
10,550
-31,650
| -75% | -$444K | 0.09% | 118 |
|
|
2020
Q1 | $127K | Buy |
+42,200
| New | +$127K | 0.09% | 103 |
|