BWA
Burt Wealth Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-250
| Closed | -$4K | – | 496 |
|
|
2016
Q1 | $4K | Buy |
250
+181
| +262% | +$2.9K | ﹤0.01% | 402 |
|
|
2015
Q4 | $1K | Buy |
69
+1
| +1% | +$14 | ﹤0.01% | 496 |
|
|
2015
Q3 | $1K | Buy |
68
+2
| +3% | +$29 | ﹤0.01% | 367 |
|
|
2015
Q2 | $2K | Buy |
66
+1
| +2% | +$30 | ﹤0.01% | 350 |
|
|
2015
Q1 | $1K | Buy |
65
+1
| +2% | +$15 | ﹤0.01% | 340 |
|
|
2014
Q4 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 338 |
|