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