Concord Wealth Partners’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8K | Buy |
906
+375
| +71% | +$7.78K | ﹤0.01% | 469 |
|
|
2025
Q1 | $11.1K | Hold |
531
| – | – | ﹤0.01% | 497 |
|
|
2024
Q4 | $11.5K | Sell |
531
-375
| -41% | -$8.15K | ﹤0.01% | 514 |
|
|
2024
Q3 | $17.9K | Buy |
906
+375
| +71% | +$7.4K | ﹤0.01% | 488 |
|
|
2024
Q2 | $10.5K | Sell |
531
-375
| -41% | -$7.4K | ﹤0.01% | 507 |
|
|
2024
Q1 | $17.3K | Buy |
906
+375
| +71% | +$7.15K | ﹤0.01% | 506 |
|
|
2023
Q4 | $10.6K | Sell |
531
-375
| -41% | -$7.49K | ﹤0.01% | 561 |
|
|
2023
Q3 | $17.8K | Hold |
906
| – | – | ﹤0.01% | 527 |
|
|
2023
Q2 | $17.4K | Hold |
906
| – | – | ﹤0.01% | 523 |
|
|
2023
Q1 | $16.8K | Sell |
906
-1,809
| -67% | -$33.5K | ﹤0.01% | 516 |
|
|
2022
Q4 | $47.5K | Buy |
+2,715
| New | +$47.5K | 0.01% | 382 |
|
|
2022
Q3 | – | Sell |
-375
| Closed | -$7K | – | 516 |
|
|
2022
Q2 | $7K | Hold |
375
| – | – | ﹤0.01% | 750 |
|
|
2022
Q1 | $9K | Hold |
375
| – | – | ﹤0.01% | 799 |
|
|
2021
Q4 | $8K | Hold |
375
| – | – | ﹤0.01% | 835 |
|
|
2021
Q3 | $8K | Hold |
375
| – | – | ﹤0.01% | 498 |
|
|
2021
Q2 | $8K | Hold |
375
| – | – | ﹤0.01% | 659 |
|
|
2021
Q1 | $7K | Sell |
375
-882
| -70% | -$16.5K | ﹤0.01% | 624 |
|
|
2020
Q4 | $21K | Buy |
+1,257
| New | +$21K | 0.02% | 302 |
|