Capital Planning Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,983
| Closed | -$262K | – | 133 |
|
|
2023
Q1 | $262K | Hold |
4,983
| – | – | 0.06% | 110 |
|
|
2022
Q4 | $231K | Sell |
4,983
-487
| -9% | -$22.6K | 0.06% | 113 |
|
|
2022
Q3 | $235K | Hold |
5,470
| – | – | 0.06% | 113 |
|
|
2022
Q2 | $253K | Hold |
5,470
| – | – | 0.07% | 111 |
|
|
2022
Q1 | $320K | Hold |
5,470
| – | – | 0.07% | 123 |
|
|
2021
Q4 | $408K | Hold |
5,470
| – | – | 0.08% | 113 |
|
|
2021
Q3 | $333K | Hold |
5,470
| – | – | 0.07% | 118 |
|
|
2021
Q2 | $324K | Buy |
5,470
+950
| +21% | +$56.3K | 0.07% | 119 |
|
|
2021
Q1 | $221K | Buy |
+4,520
| New | +$221K | 0.05% | 123 |
|