JPLA
Joseph P. Lucia & Associates’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-605
| Closed | -$16K | – | 289 |
|
|
2020
Q2 | $16K | Hold |
605
| – | – | 0.01% | 262 |
|
|
2020
Q1 | $16K | Hold |
605
| – | – | 0.02% | 243 |
|
|
2019
Q4 | $16K | Hold |
605
| – | – | 0.01% | 267 |
|
|
2019
Q3 | $16K | Hold |
605
| – | – | 0.02% | 268 |
|
|
2019
Q2 | $16K | Buy |
+605
| New | +$16K | 0.02% | 263 |
|