BerganKDV Wealth Management’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,779
| Closed | -$51.4K | – | 955 |
|
|
2023
Q1 | $51.4K | Hold |
2,779
| – | – | 0.01% | 389 |
|
|
2022
Q4 | $48.6K | Hold |
2,779
| – | – | 0.01% | 378 |
|
|
2022
Q3 | $47K | Hold |
2,779
| – | – | 0.01% | 375 |
|
|
2022
Q2 | $54K | Hold |
2,779
| – | – | 0.01% | 372 |
|
|
2022
Q1 | $63K | Hold |
2,779
| – | – | 0.01% | 368 |
|
|
2021
Q4 | $58K | Buy |
+2,779
| New | +$58K | 0.01% | 405 |
|