Laurel Wealth Advisors (California)’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,950
| Closed | -$443K | – | 774 |
|
|
2021
Q4 | $443K | Buy |
5,950
+190
| +3% | +$14.1K | 0.03% | 485 |
|
|
2021
Q3 | $351K | Hold |
5,760
| – | – | 0.06% | 304 |
|
|
2021
Q2 | $341K | Sell |
5,760
-125
| -2% | -$7.4K | 0.04% | 367 |
|
|
2021
Q1 | $287K | Hold |
5,885
| – | – | 0.04% | 367 |
|
|
2020
Q4 | $238K | Hold |
5,885
| – | – | 0.04% | 388 |
|
|
2020
Q3 | $202K | Buy |
+5,885
| New | +$202K | 0.03% | 386 |
|
|
2019
Q4 | – | Sell |
-10,528
| Closed | -$283K | – | 459 |
|
|
2019
Q3 | $283K | Buy |
+10,528
| New | +$283K | 0.05% | 354 |
|
|
2017
Q3 | – | Sell |
-10,917
| Closed | -$203K | – | 320 |
|
|
2017
Q2 | $203K | Buy |
10,917
+67
| +0.6% | +$1.25K | 0.07% | 275 |
|
|
2017
Q1 | $197K | Hold |
10,850
| – | – | 0.08% | 256 |
|
|
2016
Q4 | $166K | Sell |
10,850
-2,015
| -16% | -$30.8K | 0.07% | 234 |
|
|
2016
Q3 | $183K | Sell |
12,865
-750
| -6% | -$10.7K | 0.09% | 237 |
|
|
2016
Q2 | $168K | Buy |
13,615
+2,895
| +27% | +$35.7K | 0.08% | 237 |
|
|
2016
Q1 | $157K | Sell |
10,720
-300
| -3% | -$4.39K | 0.08% | 244 |
|
|
2015
Q4 | $172K | Buy |
+11,020
| New | +$172K | 0.09% | 232 |
|