First Foundation Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-16,518
| Closed | -$807K | – | 460 |
|
|
2021
Q1 | $807K | Sell |
16,518
-6,000
| -27% | -$293K | 0.03% | 226 |
|
|
2020
Q4 | $912K | Buy |
22,518
+18
| +0.1% | +$729 | 0.04% | 199 |
|
|
2020
Q3 | $772K | Hold |
22,500
| – | – | 0.04% | 197 |
|
|
2020
Q2 | $694K | Hold |
22,500
| – | – | 0.04% | 201 |
|
|
2020
Q1 | $528K | Buy |
+22,500
| New | +$528K | 0.03% | 219 |
|