CM Wealth Advisors’s KKR & Co KKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,621	Closed	-$337K	–	127
2023 Q2	$337K	Sell	5,621 -27,207	-83%	-$1.63M	0.11%	95
2023 Q1	$1.65M	Buy	+32,828	New	+$1.65M	0.32%	68