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Bellwether Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,505
| Closed | -$1.45M | – | 127 |
|
|
2023
Q3 | $1.45M | Buy |
+23,505
| New | +$1.45M | 0.39% | 56 |
|
|
2022
Q2 | – | Sell |
-25
| Closed | -$1K | – | 496 |
|
|
2022
Q1 | $1K | Sell |
25
-15,713
| -100% | -$629K | ﹤0.01% | 508 |
|
|
2021
Q4 | $1.17M | Buy |
15,738
+15,644
| +16,643% | +$1.17M | 0.36% | 54 |
|
|
2021
Q3 | $5K | Sell |
94
-17,056
| -99% | -$907K | ﹤0.01% | 368 |
|
|
2021
Q2 | $1.02M | Buy |
+17,150
| New | +$1.02M | 0.35% | 60 |
|
|
2021
Q1 | – | Sell |
-8,302
| Closed | -$336K | – | 411 |
|
|
2020
Q4 | $336K | Buy |
+8,302
| New | +$336K | 0.15% | 87 |
|