Great Valley Advisor Group’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,475
| Closed | -$672K | – | 731 |
|
|
2022
Q4 | $672K | Sell |
14,475
-397
| -3% | -$18.4K | 0.03% | 384 |
|
|
2022
Q3 | $640K | Buy |
14,872
+1,560
| +12% | +$67.1K | 0.04% | 379 |
|
|
2022
Q2 | $616K | Sell |
13,312
-4,094
| -24% | -$189K | 0.03% | 388 |
|
|
2022
Q1 | $1.02M | Buy |
17,406
+4,645
| +36% | +$272K | 0.06% | 276 |
|
|
2021
Q4 | $951K | Sell |
12,761
-1,258
| -9% | -$93.8K | 0.06% | 272 |
|
|
2021
Q3 | $853K | Buy |
14,019
+3,192
| +29% | +$194K | 0.06% | 262 |
|
|
2021
Q2 | $641K | Sell |
10,827
-92
| -0.8% | -$5.45K | 0.05% | 295 |
|
|
2021
Q1 | $533K | Buy |
+10,919
| New | +$533K | 0.05% | 291 |
|