LCWP
Legacy Capital Wealth Partners’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,806
| Closed | -$267K | – | 365 |
|
|
2024
Q4 | $267K | Sell |
1,806
-212
| -11% | -$31.4K | 0.07% | 291 |
|
|
2024
Q3 | $264K | Sell |
2,018
-11,518
| -85% | -$1.5M | 0.05% | 294 |
|
|
2024
Q2 | $1.42M | Buy |
+13,536
| New | +$1.42M | 0.36% | 55 |
|
|
2024
Q1 | – | Sell |
-31,159
| Closed | -$2.58M | – | 235 |
|
|
2023
Q4 | $2.58M | Sell |
31,159
-12,343
| -28% | -$1.02M | 0.73% | 26 |
|
|
2023
Q3 | $2.68M | Sell |
43,502
-865
| -2% | -$53.3K | 0.74% | 24 |
|
|
2023
Q2 | $2.48M | Buy |
+44,367
| New | +$2.48M | 2.06% | 19 |
|