Gradient Investments’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$663 | – | 1556 |
|
|
2023
Q4 | $663 | Hold |
8
| – | – | ﹤0.01% | 1528 |
|
|
2023
Q3 | $493 | Sell |
8
-10
| -56% | -$616 | ﹤0.01% | 1556 |
|
|
2023
Q2 | $1.01K | Buy |
18
+10
| +125% | +$560 | ﹤0.01% | 1360 |
|
|
2023
Q1 | $420 | Sell |
8
-5
| -38% | -$263 | ﹤0.01% | 1300 |
|
|
2022
Q4 | $603 | Buy |
13
+5
| +63% | +$232 | ﹤0.01% | 1279 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1443 |
|
|
2022
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1304 |
|
|
2018
Q3 | – | Sell |
-515
| Closed | -$13K | – | 1023 |
|
|
2018
Q2 | $13K | Hold |
515
| – | – | ﹤0.01% | 564 |
|
|
2018
Q1 | $10K | Hold |
515
| – | – | ﹤0.01% | 631 |
|
|
2017
Q4 | $11K | Buy |
+515
| New | +$11K | ﹤0.01% | 583 |
|
|
2017
Q3 | – | Sell |
-515
| Closed | -$10K | – | 493 |
|
|
2017
Q2 | $10K | Hold |
515
| – | – | ﹤0.01% | 484 |
|
|
2017
Q1 | $9K | Buy |
+515
| New | +$9K | ﹤0.01% | 528 |
|