Game Plan Financial Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,500
| Closed | -$207K | – | 98 |
|
2022
Q2 | $207K | Sell |
4,500
-700
| -13% | -$32.2K | 0.17% | 74 |
|
2022
Q1 | $304K | Sell |
5,200
-125
| -2% | -$7.31K | 0.18% | 70 |
|
2021
Q4 | $397K | Sell |
5,325
-100
| -2% | -$7.46K | 0.21% | 72 |
|
2021
Q3 | $330K | Hold |
5,425
| – | – | 0.2% | 76 |
|
2021
Q2 | $321K | Sell |
5,425
-1,650
| -23% | -$97.6K | 0.19% | 76 |
|
2021
Q1 | $347K | Sell |
7,075
-2,000
| -22% | -$98.1K | 0.22% | 76 |
|
2020
Q4 | $367K | Buy |
+9,075
| New | +$367K | 0.26% | 66 |
|
2020
Q3 | – | Sell |
-10,800
| Closed | -$334K | – | 66 |
|
2020
Q2 | $334K | Hold |
10,800
| – | – | 0.48% | 32 |
|
2020
Q1 | $253K | Buy |
10,800
+1,000
| +10% | +$23.4K | 0.3% | 61 |
|
2019
Q4 | $286K | Buy |
+9,800
| New | +$286K | 0.27% | 69 |
|