LWM
LBA Wealth Management’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $243K | Hold |
24,753
| – | – | 0.13% | 96 |
|
|
2016
Q4 | $255K | Sell |
24,753
-11,545
| -32% | -$119K | 0.14% | 94 |
|
|
2016
Q3 | $344K | Sell |
36,298
-4,668
| -11% | -$44.2K | 0.19% | 83 |
|
|
2016
Q2 | $371K | Hold |
40,966
| – | – | 0.21% | 76 |
|
|
2016
Q1 | $376K | Buy |
+40,966
| New | +$376K | 0.22% | 76 |
|
|
2015
Q3 | – | Sell |
-9,152
| Closed | -$90K | – | 352 |
|
|
2015
Q2 | $90K | Buy |
+9,152
| New | +$90K | 0.06% | 139 |
|