DWM
Diversify Wealth Management’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
115,144
-3,562
| -3% | -$63.1K | 0.13% | 176 |
|
|
2025
Q1 | $2.39M | Sell |
118,706
-3,004
| -2% | -$60.4K | 0.18% | 154 |
|
|
2024
Q4 | $2.59M | Buy |
121,710
+3,153
| +3% | +$67K | 0.2% | 131 |
|
|
2024
Q3 | $2.43M | Sell |
118,557
-5,183
| -4% | -$106K | 0.23% | 112 |
|
|
2024
Q2 | $2.32M | Buy |
+123,740
| New | +$2.32M | 0.29% | 86 |
|