BWA
Burt Wealth Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,913
| Closed | -$45K | – | 471 |
|
|
2016
Q1 | $45K | Hold |
4,913
| – | – | 0.04% | 178 |
|
|
2015
Q4 | $44K | Hold |
4,913
| – | – | 0.04% | 157 |
|
|
2015
Q3 | $45K | Hold |
4,913
| – | – | 0.06% | 143 |
|
|
2015
Q2 | $48K | Hold |
4,913
| – | – | 0.05% | 149 |
|
|
2015
Q1 | $50K | Hold |
4,913
| – | – | 0.05% | 138 |
|
|
2014
Q4 | $49K | Buy |
+4,913
| New | +$49K | 0.05% | 141 |
|