IFWM
Institute for Wealth Management’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-151,258
| Closed | -$901K | – | 442 |
|
|
2019
Q2 | $901K | Buy |
151,258
+2,930
| +2% | +$17.5K | 0.2% | 148 |
|
|
2019
Q1 | $897K | Buy |
+148,328
| New | +$897K | 0.2% | 144 |
|
|
2018
Q4 | – | Sell |
-139,434
| Closed | -$986K | – | 289 |
|
|
2018
Q3 | $986K | Buy |
139,434
+463
| +0.3% | +$3.28K | 0.33% | 101 |
|
|
2018
Q2 | $1.02M | Buy |
138,971
+4,455
| +3% | +$32.7K | 0.33% | 108 |
|
|
2018
Q1 | $1.02M | Buy |
134,516
+12,960
| +11% | +$98.7K | 0.3% | 118 |
|
|
2017
Q4 | $890K | Sell |
121,556
-77,166
| -39% | -$565K | 0.21% | 149 |
|
|
2017
Q3 | $1.68M | Buy |
198,722
+97,772
| +97% | +$825K | 0.55% | 53 |
|
|
2017
Q2 | $920K | Buy |
+100,950
| New | +$920K | 0.25% | 129 |
|