IBM Retirement Fund’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,871
Closed -$519K 255
2022
Q1
$519K Sell
8,871
-400
-4% -$23.4K 0.07% 248
2021
Q4
$691K Sell
9,271
-6,248
-40% -$466K 0.09% 211
2021
Q3
$945K Hold
15,519
0.07% 243
2021
Q2
$919K Sell
15,519
-2,844
-15% -$168K 0.07% 251
2021
Q1
$897K Sell
18,363
-1,417
-7% -$69.2K 0.06% 281
2020
Q4
$801K Buy
19,780
+2,467
+14% +$99.9K 0.06% 306
2020
Q3
$595K Buy
17,313
+4,861
+39% +$167K 0.05% 314
2020
Q2
$385K Buy
+12,452
New +$385K 0.05% 331