CWSR
Chessman Wealth Strategies RIA’s FS KKR Capital FSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-115,619
| Closed | -$599K | – | 23 |
|
2018
Q4 | $599K | Buy |
115,619
+80,649
| +231% | +$418K | 0.64% | 14 |
|
2018
Q3 | $247K | Hold |
34,970
| – | – | 0.22% | 28 |
|
2018
Q2 | $257K | Hold |
34,970
| – | – | 0.23% | 21 |
|
2018
Q1 | $254K | Hold |
34,970
| – | – | 0.32% | 22 |
|
2017
Q4 | $257K | Buy |
+34,970
| New | +$257K | 0.26% | 24 |
|