Financial Advocates Investment Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,999
| Closed | -$447K | – | 770 |
|
|
2021
Q4 | $447K | Buy |
5,999
+75
| +1% | +$5.59K | 0.03% | 504 |
|
|
2021
Q3 | $360K | Buy |
5,924
+365
| +7% | +$22.2K | 0.02% | 561 |
|
|
2021
Q2 | $353K | Sell |
5,559
-12
| -0.2% | -$762 | 0.02% | 552 |
|
|
2021
Q1 | $275K | Sell |
5,571
-329
| -6% | -$16.2K | 0.02% | 617 |
|
|
2020
Q4 | $239K | Sell |
5,900
-253
| -4% | -$10.2K | 0.02% | 622 |
|
|
2020
Q3 | $212K | Buy |
+6,153
| New | +$212K | 0.02% | 560 |
|