BerganKDV Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $28K | Sell |
500
-12
| -2% | -$672 | ﹤0.01% | 455 |
|
|
2023
Q1 | $26.9K | Hold |
512
| – | – | ﹤0.01% | 475 |
|
|
2022
Q4 | $23.8K | Buy |
512
+12
| +2% | +$557 | ﹤0.01% | 472 |
|
|
2022
Q3 | $22K | Sell |
500
-4
| -0.8% | -$176 | ﹤0.01% | 480 |
|
|
2022
Q2 | $23K | Buy |
504
+4
| +0.8% | +$183 | ﹤0.01% | 481 |
|
|
2022
Q1 | $29K | Sell |
500
-100
| -17% | -$5.8K | ﹤0.01% | 471 |
|
|
2021
Q4 | $45K | Hold |
600
| – | – | ﹤0.01% | 439 |
|
|
2021
Q3 | $37K | Buy |
+600
| New | +$37K | ﹤0.01% | 440 |
|