Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $264K | Hold |
5,700
| – | – | 0.03% | 111 |
|
|
2022
Q1 | $333K | Hold |
5,700
| – | – | 0.04% | 108 |
|
|
2021
Q4 | $425K | Hold |
5,700
| – | – | 0.05% | 103 |
|
|
2021
Q3 | $347K | Hold |
5,700
| – | – | 0.04% | 114 |
|
|
2021
Q2 | $338K | Hold |
5,700
| – | – | 0.04% | 107 |
|
|
2021
Q1 | $278K | Hold |
5,700
| – | – | 0.04% | 100 |
|
|
2020
Q4 | $231K | Hold |
5,700
| – | – | 0.04% | 101 |
|
|
2020
Q3 | $196K | Hold |
5,700
| – | – | 0.04% | 102 |
|
|
2020
Q2 | $176K | Hold |
5,700
| – | – | 0.04% | 104 |
|
|
2020
Q1 | $134K | Buy |
5,700
+4,500
| +375% | +$106K | 0.07% | 82 |
|
|
2019
Q4 | $35K | Hold |
1,200
| – | – | 0.02% | 131 |
|
|
2019
Q3 | $32.2K | Hold |
1,200
| – | – | 0.02% | 127 |
|
|
2019
Q2 | $30.3K | Hold |
1,200
| – | – | 0.02% | 132 |
|
|
2019
Q1 | $28.2K | Hold |
1,200
| – | – | 0.02% | 135 |
|
|
2018
Q4 | $23.6K | Hold |
1,200
| – | – | 0.01% | 134 |
|
|
2018
Q3 | $32.7K | Hold |
1,200
| – | – | 0.02% | 128 |
|
|
2018
Q2 | $29.8K | Hold |
1,200
| – | – | 0.02% | 129 |
|
|
2018
Q1 | $24.4K | Hold |
1,200
| – | – | 0.02% | 129 |
|
|
2017
Q4 | $25.3K | Hold |
1,200
| – | – | 0.02% | 126 |
|
|
2017
Q3 | $24.4K | Buy |
+1,200
| New | +$24.4K | 0.02% | 115 |
|