BWA
BlueChip Wealth Advisors’s FS KKR Capital FSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.04M | Buy |
50,009
+10,351
| +26% | +$215K | 0.46% | 48 |
|
2025
Q1 | $831K | Hold |
39,658
| – | – | 0.41% | 52 |
|
2024
Q4 | $861K | Hold |
39,658
| – | – | 0.48% | 43 |
|
2024
Q3 | $782K | Hold |
39,658
| – | – | 0.41% | 52 |
|
2024
Q2 | $782K | Buy |
39,658
+15,905
| +67% | +$314K | 0.46% | 49 |
|
2024
Q1 | $453K | Sell |
23,753
-10,000
| -30% | -$191K | 0.29% | 66 |
|
2023
Q4 | $674K | Buy |
+33,753
| New | +$674K | 0.47% | 51 |
|