Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,020
| Closed | -$225K | – | 329 |
|
|
2023
Q2 | $225K | Hold |
4,020
| – | – | 0.04% | 307 |
|
|
2023
Q1 | $211K | Buy |
+4,020
| New | +$211K | 0.04% | 326 |
|
|
2022
Q2 | – | Sell |
-4,830
| Closed | -$282K | – | 390 |
|
|
2022
Q1 | $282K | Buy |
4,830
+275
| +6% | +$16.1K | 0.05% | 313 |
|
|
2021
Q4 | $339K | Buy |
4,555
+571
| +14% | +$42.5K | 0.05% | 284 |
|
|
2021
Q3 | $243K | Buy |
3,984
+84
| +2% | +$5.12K | 0.06% | 212 |
|
|
2021
Q2 | $231K | Buy |
+3,900
| New | +$231K | 0.06% | 227 |
|