GLLW
Graves Light Lenhart Wealth’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,780
| Closed | -$489K | – | 166 |
|
|
2019
Q4 | $489K | Sell |
16,780
-7,220
| -30% | -$210K | 0.1% | 102 |
|
|
2019
Q3 | $692K | Hold |
24,000
| – | – | 0.15% | 86 |
|
|
2019
Q2 | $606K | Hold |
24,000
| – | – | 0.15% | 86 |
|
|
2019
Q1 | $564K | Hold |
24,000
| – | – | 0.14% | 82 |
|
|
2018
Q4 | $471K | Buy |
+24,000
| New | +$471K | 0.14% | 87 |
|