Curated Wealth Partners’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,879
| Closed | -$984K | – | 80 |
|
|
2023
Q4 | $984K | Sell |
11,879
-2,115
| -15% | -$175K | 0.16% | 44 |
|
|
2023
Q3 | $862K | Sell |
13,994
-1,258
| -8% | -$77.5K | 0.16% | 43 |
|
|
2023
Q2 | $854K | Sell |
15,252
-201
| -1% | -$11.3K | 0.17% | 46 |
|
|
2023
Q1 | $812K | Sell |
15,453
-1,065
| -6% | -$55.9K | 0.18% | 44 |
|
|
2022
Q4 | $767K | Buy |
16,518
+347
| +2% | +$16.1K | 0.19% | 45 |
|
|
2022
Q3 | $696K | Sell |
16,171
-235
| -1% | -$10.1K | 0.2% | 42 |
|
|
2022
Q2 | $761K | Buy |
16,406
+4,952
| +43% | +$230K | 0.22% | 43 |
|
|
2022
Q1 | $852K | Hold |
11,454
| – | – | 0.29% | 40 |
|
|
2021
Q4 | $852K | Sell |
11,454
-1,528
| -12% | -$114K | 0.28% | 42 |
|
|
2021
Q3 | $790K | Sell |
12,982
-1,153
| -8% | -$70.2K | 0.44% | 40 |
|
|
2021
Q2 | $837K | Buy |
14,135
+1,762
| +14% | +$104K | 0.46% | 36 |
|
|
2021
Q1 | $604K | Buy |
12,373
+1,959
| +19% | +$95.6K | 0.37% | 52 |
|
|
2020
Q4 | $422K | Buy |
+10,414
| New | +$422K | 0.27% | 73 |
|