CIBC Private Wealth Group’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
14,265
+516
| +4% | +$10.7K | ﹤0.01% | 981 |
|
|
2025
Q1 | $247K | Sell |
13,749
-974
| -7% | -$17.5K | ﹤0.01% | 1010 |
|
|
2024
Q4 | $315K | Hold |
14,723
| – | – | ﹤0.01% | 1002 |
|
|
2024
Q3 | $290K | Buy |
14,723
+504
| +4% | +$9.94K | ﹤0.01% | 1032 |
|
|
2024
Q2 | $287K | Hold |
14,219
| – | – | ﹤0.01% | 964 |
|
|
2024
Q1 | $270K | Sell |
14,219
-250
| -2% | -$4.74K | ﹤0.01% | 1010 |
|
|
2023
Q4 | $289K | Buy |
14,469
+4,120
| +40% | +$82.3K | ﹤0.01% | 947 |
|
|
2023
Q3 | $204K | Buy |
+10,349
| New | +$204K | ﹤0.01% | 1002 |
|
|
2022
Q2 | – | Sell |
-8,826
| Closed | -$201K | – | 1232 |
|
|
2022
Q1 | $201K | Buy |
+8,826
| New | +$201K | ﹤0.01% | 956 |
|
|
2020
Q3 | – | Sell |
-17,127
| Closed | -$240K | – | 885 |
|
|
2020
Q2 | $240K | Buy |
+17,127
| New | +$240K | ﹤0.01% | 582 |
|