Concert Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-37,625
| Closed | -$699K | – | 86 |
|
|
2017
Q2 | $699K | Sell |
37,625
-7,211
| -16% | -$134K | 0.68% | 41 |
|
|
2017
Q1 | $689K | Buy |
44,836
+1,000
| +2% | +$15.4K | 0.16% | 189 |
|
|
2016
Q4 | $674K | Buy |
43,836
+2,333
| +6% | +$35.9K | 0.15% | 198 |
|
|
2016
Q3 | $588K | Sell |
41,503
-547
| -1% | -$7.75K | 0.07% | 343 |
|
|
2016
Q2 | $517K | Sell |
42,050
-4,175
| -9% | -$51.3K | 0.07% | 337 |
|
|
2016
Q1 | $676K | Buy |
+46,225
| New | +$676K | 0.09% | 275 |
|
|
2015
Q4 | – | Hold |
0
| – | -$783K | – | 238 |
|
|
2015
Q3 | – | Sell |
-45,475
| Closed | -$1.04M | – | 249 |
|
|
2015
Q2 | $1.04M | Sell |
45,475
-7,777
| -15% | -$178K | 0.13% | 195 |
|
|
2015
Q1 | $17K | Buy |
53,252
+2,892
| +6% | +$923 | ﹤0.01% | 463 |
|
|
2014
Q4 | $1.17M | Buy |
50,360
+2,154
| +4% | +$50K | 0.18% | 142 |
|
|
2014
Q3 | $1.07M | Buy |
48,206
+3,462
| +8% | +$77.1K | 0.14% | 116 |
|
|
2014
Q2 | $1.08M | Sell |
44,744
-3,704
| -8% | -$89K | 0.13% | 127 |
|
|
2014
Q1 | $1.09M | Buy |
48,448
+3,728
| +8% | +$84.1K | 0.14% | 121 |
|
|
2013
Q4 | $1.09M | Buy |
44,720
+3,131
| +8% | +$76.1K | 0.14% | 119 |
|
|
2013
Q3 | $858K | Buy |
+41,589
| New | +$858K | 0.12% | 143 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 169 |
|