GoalVest Advisory’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.47M | Buy |
70,648
+1,891
| +3% | +$39.2K | 0.36% | 51 |
|
2025
Q1 | $1.44M | Buy |
68,757
+11,055
| +19% | +$232K | 0.4% | 54 |
|
2024
Q4 | $1.25M | Buy |
57,702
+2,750
| +5% | +$59.7K | 0.34% | 53 |
|
2024
Q3 | $1.08M | Buy |
54,952
+191
| +0.3% | +$3.77K | 0.31% | 61 |
|
2024
Q2 | $1.08M | Sell |
54,761
-700
| -1% | -$13.8K | 0.35% | 54 |
|
2024
Q1 | $1.06M | Buy |
55,461
+5,292
| +11% | +$101K | 0.35% | 54 |
|
2023
Q4 | $1M | Buy |
50,169
+4,114
| +9% | +$82.2K | 0.44% | 38 |
|
2023
Q3 | $907K | Buy |
+46,055
| New | +$907K | 0.45% | 40 |
|