CFA
Camarda Financial Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,884
| Closed | -$2.65M | – | 113 |
|
|
2024
Q4 | $2.65M | Sell |
17,884
-630
| -3% | -$93.2K | 0.99% | 26 |
|
|
2024
Q3 | $2.42M | Buy |
+18,514
| New | +$2.42M | 0.91% | 37 |
|
|
2018
Q4 | – | Sell |
-7,690
| Closed | -$210K | – | 208 |
|
|
2018
Q3 | $210K | Buy |
+7,690
| New | +$210K | 0.24% | 53 |
|
|
2018
Q2 | – | Sell |
-8,284
| Closed | -$168K | – | 186 |
|
|
2018
Q1 | $168K | Sell |
8,284
-318
| -4% | -$6.45K | 0.17% | 71 |
|
|
2017
Q4 | $181K | Buy |
8,602
+95
| +1% | +$2K | 0.22% | 74 |
|
|
2017
Q3 | $173K | Sell |
8,507
-51
| -0.6% | -$1.04K | 0.19% | 79 |
|
|
2017
Q2 | $159K | Hold |
8,558
| – | – | 0.17% | 80 |
|
|
2017
Q1 | $156K | Sell |
8,558
-21,287
| -71% | -$388K | 0.15% | 80 |
|
|
2016
Q4 | $459K | Buy |
29,845
+2,316
| +8% | +$35.6K | 0.31% | 78 |
|
|
2016
Q3 | $393K | Buy |
27,529
+3,152
| +13% | +$45K | 0.24% | 85 |
|
|
2016
Q2 | $301K | Buy |
24,377
+5,520
| +29% | +$68.2K | 0.19% | 88 |
|
|
2016
Q1 | $277K | Buy |
18,857
+11,861
| +170% | +$174K | 0.17% | 94 |
|
|
2015
Q4 | $109K | Buy |
6,996
+1,581
| +29% | +$24.6K | 0.07% | 133 |
|
|
2015
Q3 | $91K | Sell |
5,415
-1,061
| -16% | -$17.8K | 0.06% | 99 |
|
|
2015
Q2 | $148K | Buy |
+6,476
| New | +$148K | 0.08% | 81 |
|
|
2013
Q3 | – | Sell |
-150
| Closed | -$3K | – | 165 |
|
|
2013
Q2 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 233 |
|