Concert Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $699K | Sell |
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|
2017
Q1 | $689K | Buy |
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|
2016
Q4 | $674K | Buy |
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|
2016
Q3 | $588K | Sell |
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|
2016
Q2 | $517K | Sell |
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|
2016
Q1 | $676K | Buy |
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|
2015
Q4 | – | Hold |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.04M | Sell |
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|
2015
Q1 | $17K | Buy |
|
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|
2014
Q4 | $1.17M | Buy |
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|
2014
Q3 | $1.07M | Buy |
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|
2014
Q2 | $1.07M | Sell |
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|
2014
Q1 | $1.09M | Buy |
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|
2013
Q4 | $1.09M | Buy |
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|
2013
Q3 | $858K | Buy |
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|
2013
Q2 | – | Hold |
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