JFS Wealth Advisors’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,461
| Closed | -$55K | – | 457 |
|
|
2016
Q3 | $55K | Buy |
1,461
+35
| +2% | +$1.32K | 0.02% | 230 |
|
|
2016
Q2 | $52K | Buy |
1,426
+34
| +2% | +$1.24K | 0.01% | 249 |
|
|
2016
Q1 | $51K | Buy |
1,392
+33
| +2% | +$1.21K | 0.02% | 236 |
|
|
2015
Q4 | $49K | Buy |
1,359
+31
| +2% | +$1.12K | 0.01% | 252 |
|
|
2015
Q3 | $50K | Buy |
+1,328
| New | +$50K | 0.02% | 213 |
|