IWN
Independent Wealth Network’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Sell |
25,298
-2
| -0% | -$41 | 0.19% | 134 |
|
|
2025
Q1 | $530K | Buy |
25,300
+672
| +3% | +$14.1K | 0.21% | 122 |
|
|
2024
Q4 | $535K | Sell |
24,628
-5,931
| -19% | -$129K | 0.22% | 121 |
|
|
2024
Q3 | $603K | Buy |
30,559
+5,282
| +21% | +$104K | 0.27% | 99 |
|
|
2024
Q2 | $499K | Buy |
25,277
+1,154
| +5% | +$22.8K | 0.23% | 117 |
|
|
2024
Q1 | $460K | Buy |
24,123
+184
| +0.8% | +$3.51K | 0.22% | 121 |
|
|
2023
Q4 | $478K | Sell |
23,939
-937
| -4% | -$18.7K | 0.25% | 108 |
|
|
2023
Q3 | $490K | Buy |
24,876
+514
| +2% | +$10.1K | 0.3% | 87 |
|
|
2023
Q2 | $467K | Buy |
24,362
+224
| +0.9% | +$4.3K | 0.28% | 91 |
|
|
2023
Q1 | $447K | Buy |
24,138
+343
| +1% | +$6.35K | 0.29% | 85 |
|
|
2022
Q4 | $416K | Buy |
23,795
+778
| +3% | +$13.6K | 0.28% | 86 |
|
|
2022
Q3 | $390K | Sell |
23,017
-5,526
| -19% | -$93.6K | 0.3% | 85 |
|
|
2022
Q2 | $554K | Buy |
28,543
+8,216
| +40% | +$159K | 0.4% | 65 |
|
|
2022
Q1 | $464K | Buy |
20,327
+382
| +2% | +$8.72K | 0.29% | 92 |
|
|
2021
Q4 | $418K | Hold |
19,945
| – | – | 0.26% | 110 |
|
|
2021
Q3 | $429K | Buy |
+19,945
| New | +$429K | 0.28% | 106 |
|