EverSource Wealth Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
9,399
+1
| +0% | +$21 | 0.01% | 869 |
|
|
2025
Q1 | $197K | Sell |
9,398
-9,827
| -51% | -$206K | 0.01% | 666 |
|
|
2024
Q4 | $418K | Buy |
19,225
+9,449
| +97% | +$205K | 0.02% | 412 |
|
|
2024
Q3 | $193K | Hold |
9,776
| – | – | 0.01% | 571 |
|
|
2024
Q2 | $198K | Hold |
9,776
| – | – | 0.01% | 559 |
|
|
2024
Q1 | $187K | Sell |
9,776
-360
| -4% | -$6.88K | 0.01% | 514 |
|
|
2023
Q4 | $202K | Sell |
10,136
-1
| -0% | -$20 | 0.02% | 429 |
|
|
2023
Q3 | $200K | Hold |
10,137
| – | – | 0.02% | 398 |
|
|
2023
Q2 | $194K | Hold |
10,137
| – | – | 0.02% | 401 |
|
|
2023
Q1 | $188K | Sell |
10,137
-9,645
| -49% | -$178K | 0.02% | 379 |
|
|
2022
Q4 | $346K | Buy |
+19,782
| New | +$346K | 0.05% | 256 |
|