IAG Wealth Partners’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 | – | Sell |
-608
| Closed | -$12.7K | – | 511 |
|
2025
Q1 | $12.7K | Hold |
608
| – | – | ﹤0.01% | 312 |
|
2024
Q4 | $13.2K | Hold |
608
| – | – | ﹤0.01% | 314 |
|
2024
Q3 | $12K | Hold |
608
| – | – | ﹤0.01% | 324 |
|
2024
Q2 | $12K | Hold |
608
| – | – | ﹤0.01% | 312 |
|
2024
Q1 | $11.6K | Hold |
608
| – | – | ﹤0.01% | 297 |
|
2023
Q4 | $12.1K | Hold |
608
| – | – | ﹤0.01% | 285 |
|
2023
Q3 | $12K | Hold |
608
| – | – | ﹤0.01% | 276 |
|
2023
Q2 | $11.7K | Hold |
608
| – | – | ﹤0.01% | 298 |
|
2023
Q1 | $11.2K | Hold |
608
| – | – | ﹤0.01% | 296 |
|
2022
Q4 | $10.6K | Sell |
608
-703
| -54% | -$12.3K | ﹤0.01% | 281 |
|
2022
Q3 | $22K | Hold |
1,311
| – | – | 0.01% | 194 |
|
2022
Q2 | $25K | Hold |
1,311
| – | – | 0.01% | 179 |
|
2022
Q1 | $30K | Hold |
1,311
| – | – | 0.01% | 180 |
|
2021
Q4 | $27K | Hold |
1,311
| – | – | 0.01% | 186 |
|
2021
Q3 | $29K | Sell |
1,311
-238
| -15% | -$5.27K | 0.01% | 169 |
|
2021
Q2 | $34K | Buy |
+1,549
| New | +$34K | 0.01% | 153 |
|
2021
Q1 | – | Sell |
-770
| Closed | -$13K | – | 376 |
|
2020
Q4 | $13K | Hold |
770
| – | – | 0.01% | 213 |
|
2020
Q3 | $13K | Hold |
770
| – | – | 0.01% | 197 |
|
2020
Q2 | $11K | Sell |
770
-1
| -0.1% | -$14 | 0.01% | 210 |
|
2020
Q1 | $10K | Hold |
771
| – | – | 0.01% | 203 |
|
2019
Q4 | $19K | Buy |
+771
| New | +$19K | 0.01% | 183 |
|