BWA
BDO Wealth Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $496K | Buy |
25,836
+864
| +3% | +$16.6K | 0.06% | 176 |
|
|
2023
Q1 | $462K | Sell |
24,972
-594
| -2% | -$11K | 0.06% | 173 |
|
|
2022
Q4 | $447K | Buy |
25,566
+853
| +3% | +$14.9K | 0.06% | 181 |
|
|
2022
Q3 | $419K | Buy |
24,713
+747
| +3% | +$12.7K | 0.06% | 184 |
|
|
2022
Q2 | $465K | Buy |
23,966
+20,066
| +515% | +$389K | 0.06% | 181 |
|
|
2022
Q1 | $89K | Hold |
3,900
| – | – | 0.01% | 351 |
|
|
2021
Q4 | $82K | Hold |
3,900
| – | – | 0.01% | 374 |
|
|
2021
Q3 | $86K | Hold |
3,900
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $84K | Hold |
3,900
| – | – | 0.01% | 391 |
|
|
2021
Q1 | $77K | Buy |
+3,900
| New | +$77K | 0.01% | 387 |
|
|
2019
Q4 | – | Sell |
-461
| Closed | -$3K | – | 601 |
|
|
2019
Q3 | $3K | Hold |
461
| – | – | ﹤0.01% | 573 |
|
|
2019
Q2 | $3K | Hold |
461
| – | – | ﹤0.01% | 559 |
|
|
2019
Q1 | $3K | Hold |
461
| – | – | ﹤0.01% | 535 |
|
|
2018
Q4 | $2K | Buy |
+461
| New | +$2K | ﹤0.01% | 492 |
|
|
2017
Q4 | – | Sell |
-11,277
| Closed | -$95K | – | 495 |
|
|
2017
Q3 | $95K | Hold |
11,277
| – | – | 0.05% | 139 |
|
|
2017
Q2 | $103K | Buy |
+11,277
| New | +$103K | 0.05% | 170 |
|