FWM
Foresight Wealth Management’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $281K | Sell |
16,055
-619,816
| -97% | -$10.8M | 4.03% | 9 |
|
|
2022
Q3 | $10.8M | Buy |
635,871
+83,787
| +15% | +$1.42M | 2.47% | 6 |
|
|
2022
Q2 | $10.7M | Buy |
552,084
+85,711
| +18% | +$1.66M | 2.22% | 6 |
|
|
2022
Q1 | $10.6M | Buy |
466,373
+26,968
| +6% | +$615K | 1.97% | 7 |
|
|
2021
Q4 | $9.2M | Buy |
439,405
+204
| +0% | +$4.27K | 0.12% | 8 |
|
|
2021
Q3 | $9.68M | Sell |
439,201
-34,832
| -7% | -$768K | 1.94% | 7 |
|
|
2021
Q2 | $10.2M | Buy |
474,033
+97,459
| +26% | +$2.1M | 2.26% | 7 |
|
|
2021
Q1 | $7.47M | Sell |
376,574
-1,385
| -0.4% | -$27.5K | 1.89% | 8 |
|
|
2020
Q4 | $6.26M | Buy |
377,959
+14,003
| +4% | +$232K | 1.66% | 10 |
|
|
2020
Q3 | $5.77M | Buy |
363,956
+63,339
| +21% | +$1M | 1.93% | 8 |
|
|
2020
Q2 | $4.21M | Sell |
300,617
-691,578
| -70% | -$9.68M | 1.92% | 8 |
|
|
2020
Q1 | $2.98M | Buy |
992,195
+343,290
| +53% | +$1.03M | 2.05% | 10 |
|
|
2019
Q4 | $3.98M | Buy |
648,905
+6,351
| +1% | +$38.9K | 2.45% | 12 |
|
|
2019
Q3 | $3.75M | Buy |
642,554
+50,052
| +8% | +$292K | 2.7% | 9 |
|
|
2019
Q2 | $3.53M | Buy |
592,502
+33,653
| +6% | +$201K | 2.67% | 10 |
|
|
2019
Q1 | $3.38M | Buy |
558,849
+103,029
| +23% | +$623K | 2.94% | 8 |
|
|
2018
Q4 | $2.36M | Buy |
+455,820
| New | +$2.36M | 2.51% | 11 |
|