GeoWealth Management’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-10,000
| Closed | -$228K | – | 350 |
|
2022
Q1 | $228K | Sell |
10,000
-4,548
| -31% | -$104K | 0.02% | 284 |
|
2021
Q4 | $305K | Hold |
14,548
| – | – | 0.02% | 247 |
|
2021
Q3 | $321K | Hold |
14,548
| – | – | 0.03% | 261 |
|
2021
Q2 | $313K | Buy |
+14,548
| New | +$313K | 0.04% | 181 |
|
2019
Q4 | – | Sell |
-7,114
| Closed | -$166K | – | 131 |
|
2019
Q3 | $166K | Buy |
+7,114
| New | +$166K | 0.04% | 211 |
|