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Canvas Wealth Advisors’s KKR & Co KKR Stock Holding History

Canvas Wealth Advisors’s Portfolio KKR Stock Details KKR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$307K Buy
+2,019
New +$307K 0.06% 141
2025
Q1 		– Sell
-1,817
Closed -$269K – 190
2024
Q4 		$269K Sell
1,817
-27
-1% -$4K 0.07% 138
2024
Q3 		$241K Buy
+1,844
New +$241K 0.07% 152