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CIC Wealth’s KKR & Co KKR Stock Holding History

CIC Wealth’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$750K Buy
5,740
+55
+1% +$7.18K 0.19% 84
2024
Q2 		$598K Sell
5,685
-200
-3% -$21K 0.16% 91
2024
Q1 		$592K Buy
5,885
+1,330
+29% +$134K 0.17% 92
2023
Q4 		$377K Buy
+4,555
New +$377K 0.12% 111