BA
Bellwether Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
27,645
-1,145
| -4% | -$23.8K | 0.1% | 81 |
|
|
2025
Q1 | $603K | Sell |
28,790
-1,164
| -4% | -$24.4K | 0.13% | 80 |
|
|
2024
Q4 | $651K | Sell |
29,954
-800
| -3% | -$17.4K | 0.12% | 85 |
|
|
2024
Q3 | $607K | Sell |
30,754
-795
| -3% | -$15.7K | 0.12% | 82 |
|
|
2024
Q2 | $622K | Sell |
31,549
-575
| -2% | -$11.3K | 0.13% | 83 |
|
|
2024
Q1 | $613K | Hold |
32,124
| – | – | 0.13% | 87 |
|
|
2023
Q4 | $642K | Sell |
32,124
-1,487
| -4% | -$29.7K | 0.16% | 80 |
|
|
2023
Q3 | $662K | Buy |
33,611
+1,187
| +4% | +$23.4K | 0.18% | 76 |
|
|
2023
Q2 | $622K | Sell |
32,424
-740
| -2% | -$14.2K | 0.18% | 58 |
|
|
2023
Q1 | $614K | Hold |
33,164
| – | – | 0.17% | 78 |
|
|
2022
Q4 | $580K | Sell |
33,164
-7,985
| -19% | -$140K | 0.17% | 89 |
|
|
2022
Q3 | $697K | Buy |
41,149
+1,269
| +3% | +$21.5K | 0.23% | 62 |
|
|
2022
Q2 | $774K | Hold |
39,880
| – | – | 0.25% | 66 |
|
|
2022
Q1 | $910K | Sell |
39,880
-326
| -0.8% | -$7.44K | 0.27% | 66 |
|
|
2021
Q4 | $841K | Hold |
40,206
| – | – | 0.26% | 67 |
|
|
2021
Q3 | $886K | Hold |
40,206
| – | – | 0.29% | 70 |
|
|
2021
Q2 | $864K | Buy |
+40,206
| New | +$864K | 0.3% | 69 |
|