CFFP
FSK icon

Center for Financial Planning’s FS KKR Capital FSK Stock Holding History

Center for Financial Planning’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-799
Closed -$15.8K – 685
2024
Q3 		$15.8K Hold
799
– – ﹤0.01% 352
2024
Q2 		$15.8K Hold
799
– – ﹤0.01% 338
2024
Q1 		$15.2K Hold
799
– – ﹤0.01% 349
2023
Q4 		$16K Sell
799
-1,179
-60% -$23.2K ﹤0.01% 322
2023
Q3 		$38.9K Buy
1,978
+1,179
+148% +$23.6K 0.01% 236
2023
Q2 		$15.3K Hold
799
– – ﹤0.01% 340
2023
Q1 		$14.8K Hold
799
– – ﹤0.01% 317
2022
Q4 		$14K Hold
799
– – ﹤0.01% 319
2022
Q3 		$14K Hold
799
– – ﹤0.01% 319
2022
Q2 		$16K Hold
799
– – ﹤0.01% 310
2022
Q1 		$18K Hold
799
– – ﹤0.01% 315
2021
Q4 		$17K Buy
+799
New +$17.3K ﹤0.01% 325

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Morgan Stanley
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UBS Group
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Cambridge Investment Research Advisors
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LSV Asset Management
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CWA
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AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return