Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
58,795
-1,835
| -3% | -$38.1K | 0.15% | 121 |
|
|
2025
Q1 | $1.27M | Buy |
60,630
+194
| +0.3% | +$4.06K | 0.19% | 97 |
|
|
2024
Q4 | $1.31M | Buy |
+60,436
| New | +$1.31M | 0.2% | 92 |
|
|
2022
Q1 | $3.75M | Buy |
164,229
+87,701
| +115% | +$2M | 0.73% | 27 |
|
|
2021
Q4 | $1.6M | Buy |
76,528
+2,222
| +3% | +$46.5K | 0.28% | 65 |
|
|
2021
Q3 | $1.64M | Buy |
74,306
+5,872
| +9% | +$129K | 0.36% | 51 |
|
|
2021
Q2 | $1.47M | Buy |
+68,434
| New | +$1.47M | 0.32% | 62 |
|
|
2020
Q4 | – | Sell |
-5,435
| Closed | -$86K | – | 299 |
|
|
2020
Q3 | $86K | Buy |
+5,435
| New | +$86K | 0.03% | 277 |
|
|
2020
Q2 | – | Sell |
-10,467
| Closed | -$126K | – | 431 |
|
|
2020
Q1 | $126K | Buy |
+10,467
| New | +$126K | 0.06% | 220 |
|
|
2019
Q4 | – | Sell |
-16,127
| Closed | -$376K | – | 362 |
|
|
2019
Q3 | $376K | Sell |
16,127
-3,352
| -17% | -$78.2K | 0.12% | 134 |
|
|
2019
Q2 | $464K | Buy |
19,479
+1,055
| +6% | +$25.1K | 0.15% | 122 |
|
|
2019
Q1 | $446K | Buy |
+18,424
| New | +$446K | 0.15% | 127 |
|