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