J.P. Morgan Private Wealth Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,415
| Closed | -$80K | – | 1483 |
|
|
2019
Q3 | $80K | Buy |
+3,415
| New | +$80K | ﹤0.01% | 1398 |
|
|
2019
Q2 | – | Sell |
-3,647
| Closed | -$88K | – | 1405 |
|
|
2019
Q1 | $88K | Sell |
3,647
-1,195
| -25% | -$28.8K | ﹤0.01% | 1422 |
|
|
2018
Q4 | $100K | Buy |
+4,842
| New | +$100K | ﹤0.01% | 1394 |
|
|
2017
Q4 | – | Sell |
-3,942
| Closed | -$134K | – | 1298 |
|
|
2017
Q3 | $134K | Hold |
3,942
| – | – | ﹤0.01% | 1185 |
|
|
2017
Q2 | $144K | Hold |
3,942
| – | – | ﹤0.01% | 1175 |
|
|
2017
Q1 | $155K | Hold |
3,942
| – | – | ﹤0.01% | 1269 |
|
|
2016
Q4 | $163K | Sell |
3,942
-375
| -9% | -$15.5K | ﹤0.01% | 1182 |
|
|
2016
Q3 | $163K | Buy |
4,317
+308
| +8% | +$11.6K | ﹤0.01% | 1164 |
|
|
2016
Q2 | $145K | Buy |
+4,009
| New | +$145K | ﹤0.01% | 1192 |
|
|
2015
Q1 | – | Sell |
-3,009
| Closed | -$120K | – | 1150 |
|
|
2014
Q4 | $120K | Sell |
3,009
-150
| -5% | -$5.98K | ﹤0.01% | 1038 |
|
|
2014
Q3 | $136K | Hold |
3,159
| – | – | ﹤0.01% | 1021 |
|
|
2014
Q2 | $135K | Buy |
+3,159
| New | +$135K | ﹤0.01% | 853 |
|