Glassman Wealth Services’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-212
| Closed | -$17.6K | – | 1038 |
|
|
2023
Q4 | $17.6K | Buy |
212
+37
| +21% | +$3.07K | ﹤0.01% | 723 |
|
|
2023
Q3 | $10.8K | Buy |
175
+2
| +1% | +$123 | ﹤0.01% | 838 |
|
|
2023
Q2 | $9.69K | Buy |
173
+1
| +0.6% | +$56 | ﹤0.01% | 821 |
|
|
2023
Q1 | $9.03K | Sell |
172
-4
| -2% | -$210 | ﹤0.01% | 851 |
|
|
2022
Q4 | $8.17K | Buy |
176
+30
| +21% | +$1.39K | ﹤0.01% | 888 |
|
|
2022
Q3 | $6K | Sell |
146
-18
| -11% | -$740 | ﹤0.01% | 947 |
|
|
2022
Q2 | $8K | Buy |
164
+102
| +165% | +$4.98K | ﹤0.01% | 873 |
|
|
2022
Q1 | $4K | Sell |
62
-1
| -2% | -$65 | ﹤0.01% | 1060 |
|
|
2021
Q4 | $5K | Buy |
63
+38
| +152% | +$3.02K | ﹤0.01% | 988 |
|
|
2021
Q3 | $2K | Buy |
25
+14
| +127% | +$1.12K | ﹤0.01% | 1181 |
|
|
2021
Q2 | $1K | Buy |
11
+5
| +83% | +$455 | ﹤0.01% | 1318 |
|
|
2021
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1526 |
|
|
2018
Q2 | – | Sell |
-1,500
| Closed | -$30K | – | 874 |
|
|
2018
Q1 | $30K | Buy |
+1,500
| New | +$30K | 0.02% | 230 |
|