Commonwealth Financial Services’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$3K Hold
189
﹤0.01% 245
2016
Q4
$3K Sell
189
-17,021
-99% -$270K ﹤0.01% 226
2016
Q3
$245K Buy
17,210
+9,491
+123% +$135K 0.23% 52
2016
Q2
$95K Sell
7,719
-2,497
-24% -$30.7K 0.11% 69
2016
Q1
$150K Sell
10,216
-6,048
-37% -$88.8K 0.22% 44
2015
Q4
$254K Sell
16,264
-1,753
-10% -$27.4K 0.86% 37
2015
Q3
$302K Hold
18,017
0.35% 35
2015
Q2
$412K Sell
18,017
-387
-2% -$8.85K 0.45% 21
2015
Q1
$420K Buy
18,404
+159
+0.9% +$3.63K 0.37% 29
2014
Q4
$423K Buy
+18,245
New +$423K 0.38% 32