JNBA Financial Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-39
| Closed | -$3.23K | – | 705 |
|
|
2023
Q4 | $3.23K | Sell |
39
-39
| -50% | -$3.23K | ﹤0.01% | 576 |
|
|
2023
Q3 | $4.81K | Buy |
78
+39
| +100% | +$2.4K | ﹤0.01% | 548 |
|
|
2023
Q2 | $2.18K | Hold |
39
| – | – | ﹤0.01% | 612 |
|
|
2023
Q1 | $2.05K | Buy |
+39
| New | +$2.05K | ﹤0.01% | 620 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$5K | – | 648 |
|
|
2019
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 511 |
|
|
2016
Q4 | – | Sell |
-150
| Closed | -$2K | – | 931 |
|
|
2016
Q3 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 1429 |
|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$34K | – | 535 |
|
|
2015
Q3 | $34K | Hold |
2,000
| – | – | 0.01% | 221 |
|
|
2015
Q2 | $46K | Hold |
2,000
| – | – | 0.02% | 194 |
|
|
2015
Q1 | $46K | Hold |
2,000
| – | – | 0.02% | 195 |
|
|
2014
Q4 | $46K | Hold |
2,000
| – | – | 0.02% | 201 |
|
|
2014
Q3 | $45K | Hold |
2,000
| – | – | 0.02% | 201 |
|
|
2014
Q2 | $49K | Buy |
+2,000
| New | +$49K | 0.02% | 179 |
|