Beacon Investment Advisory Services’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Hold |
0
| – | -$333K | – | 233 |
|
|
2019
Q1 | – | Hold |
0
| – | -$278K | – | 183 |
|
|
2018
Q4 | – | Sell |
-14,480
| Closed | -$395K | – | 213 |
|
|
2018
Q3 | $395K | Buy |
+14,480
| New | +$395K | 0.04% | 183 |
|
|
2018
Q2 | – | Sell |
-15,980
| Closed | -$324K | – | 261 |
|
|
2018
Q1 | $324K | Sell |
15,980
-1,000
| -6% | -$20.3K | 0.03% | 205 |
|
|
2017
Q4 | $358K | Hold |
16,980
| – | – | 0.04% | 182 |
|
|
2017
Q3 | $345K | Buy |
+16,980
| New | +$345K | 0.03% | 213 |
|