Berman Capital Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $579K | Buy |
9,523
+670
| +8% | +$40.7K | 0.09% | 118 |
|
|
2021
Q2 | $524K | Buy |
8,853
+131
| +2% | +$7.75K | 0.08% | 113 |
|
|
2021
Q1 | $425K | Buy |
8,722
+496
| +6% | +$24.2K | 0.09% | 109 |
|
|
2020
Q4 | $332K | Hold |
8,226
| – | – | 0.08% | 114 |
|
|
2020
Q3 | $281K | Hold |
8,226
| – | – | 0.08% | 116 |
|
|
2020
Q2 | $253K | Buy |
8,226
+22
| +0.3% | +$677 | 0.07% | 122 |
|
|
2020
Q1 | $191K | Buy |
8,204
+81
| +1% | +$1.89K | 0.06% | 122 |
|
|
2019
Q4 | $236K | Hold |
8,123
| – | – | 0.07% | 121 |
|
|
2019
Q3 | $218K | Hold |
8,123
| – | – | 0.07% | 121 |
|
|
2019
Q2 | $205K | Buy |
+8,123
| New | +$205K | 0.07% | 127 |
|