Crewe Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-153
| Closed | -$20K | – | 732 |
|
|
2024
Q3 | $20K | Buy |
153
+28
| +22% | +$3.66K | ﹤0.01% | 401 |
|
|
2024
Q2 | $13.2K | Sell |
125
-343
| -73% | -$36.1K | ﹤0.01% | 633 |
|
|
2024
Q1 | $47.1K | Buy |
+468
| New | +$47.1K | 0.01% | 368 |
|
|
2023
Q3 | – | Sell |
-1,852
| Closed | -$104K | – | 759 |
|
|
2023
Q2 | $104K | Sell |
1,852
-491
| -21% | -$27.5K | 0.01% | 199 |
|
|
2023
Q1 | $123K | Hold |
2,343
| – | – | 0.02% | 208 |
|
|
2022
Q4 | $109K | Sell |
2,343
-66
| -3% | -$3.06K | 0.02% | 211 |
|
|
2022
Q3 | $104K | Hold |
2,409
| – | – | 0.02% | 223 |
|
|
2022
Q2 | $112K | Buy |
2,409
+2,259
| +1,506% | +$105K | 0.02% | 194 |
|
|
2022
Q1 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 366 |
|