Integrated Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,605
| Closed | -$37K | – | 661 |
|
|
2016
Q3 | $37K | Hold |
2,605
| – | – | 0.01% | 469 |
|
|
2016
Q2 | $32K | Hold |
2,605
| – | – | 0.01% | 494 |
|
|
2016
Q1 | $38K | Hold |
2,605
| – | – | 0.02% | 423 |
|
|
2015
Q4 | $41K | Sell |
2,605
-500
| -16% | -$7.87K | 0.02% | 426 |
|
|
2015
Q3 | $52K | Hold |
3,105
| – | – | 0.02% | 381 |
|
|
2015
Q2 | $71K | Sell |
3,105
-3,250
| -51% | -$74.3K | 0.03% | 326 |
|
|
2015
Q1 | $144K | Buy |
+6,355
| New | +$144K | 0.06% | 232 |
|