Carson Wealth (CWM LLC)
KKR.PRC

Carson Wealth (CWM LLC)’s KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock KKR.PRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KKR.PRC Stock Details KKR.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-87
Closed -$6K – 4645
2023
Q2 		$6K Buy
+87
New +$5.47K ﹤0.01% 3406

Carson Wealth (CWM LLC)'s KKR.PRC Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock (KKR.PRC) in Q3 2023, closing a stake of 87 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in KKR.PRC in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 0 funds tracked by Wall St. Rank hold KKR.PRC as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 87 KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock shares in Q3 2023, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock in Q2 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock position peaked at $6K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.