BAWC
Boyce & Associates Wealth Consulting’s FS KKR Capital FSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $731K | Hold |
35,248
| – | – | 0.67% | 32 |
|
2025
Q1 | $738K | Hold |
35,248
| – | – | 0.74% | 29 |
|
2024
Q4 | $766K | Hold |
35,248
| – | – | 0.77% | 30 |
|
2024
Q3 | $695K | Buy |
35,248
+300
| +0.9% | +$5.92K | 0.72% | 29 |
|
2024
Q2 | $690K | Sell |
34,948
-125
| -0.4% | -$2.47K | 0.81% | 27 |
|
2024
Q1 | $669K | Hold |
35,073
| – | – | 0.86% | 22 |
|
2023
Q4 | $700K | Sell |
35,073
-42
| -0.1% | -$839 | 1.02% | 17 |
|
2023
Q3 | $691K | Hold |
35,115
| – | – | 1.15% | 16 |
|
2023
Q2 | $674K | Hold |
35,115
| – | – | 1.13% | 17 |
|
2023
Q1 | $652K | Buy |
35,115
+200
| +0.6% | +$3.71K | 1.17% | 20 |
|
2022
Q4 | $611K | Sell |
34,915
-1,065
| -3% | -$18.6K | 1.17% | 16 |
|
2022
Q3 | $610K | Buy |
35,980
+34
| +0.1% | +$576 | 1.26% | 17 |
|
2022
Q2 | $698K | Sell |
35,946
-982
| -3% | -$19.1K | 1.27% | 20 |
|
2022
Q1 | $843K | Buy |
+36,928
| New | +$843K | 1.26% | 22 |
|