IWA
Icon Wealth Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
244,174
+2,732
| +1% | +$56.7K | 0.36% | 60 |
|
|
2025
Q1 | $5.06M | Buy |
241,442
+3,005
| +1% | +$63K | 0.42% | 52 |
|
|
2024
Q4 | $5.18M | Buy |
238,437
+5,317
| +2% | +$115K | 0.43% | 48 |
|
|
2024
Q3 | $4.6M | Buy |
233,120
+1,386
| +0.6% | +$27.3K | 0.38% | 54 |
|
|
2024
Q2 | $4.69M | Buy |
231,734
+26,368
| +13% | +$534K | 0.42% | 50 |
|
|
2024
Q1 | $3.92M | Buy |
205,366
+4,913
| +2% | +$93.7K | 0.36% | 57 |
|
|
2023
Q4 | $4M | Buy |
+200,453
| New | +$4M | 0.42% | 50 |
|