Caldwell Trust’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,536
|
|
||||
|
2021
Q4 | $114K | Hold |
1,536
|
|
||||
|
2021
Q3 | $93.5K | Hold |
1,536
|
|
||||
|
2021
Q2 | $91K | Hold |
1,536
|
|
||||
|
2021
Q1 | $75K | Hold |
1,536
|
|
||||
|
2020
Q4 | $62.2K | Hold |
1,536
|
|
||||
|
2020
Q3 | $52.7K | Sell |
1,536
-511
|
|
||||
|
2020
Q2 | $63.2K | Hold |
2,047
|
|
||||
|
2020
Q1 | $48K | Hold |
2,047
|
|
||||
|
2019
Q4 | $59.7K | Buy |
+2,047
|
|