LWMI
Legacy Wealth Management (Idaho)’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Buy |
168,407
+20,712
| +14% | +$430K | 1.82% | 11 |
|
|
2025
Q1 | $3.09M | Sell |
147,695
-26,061
| -15% | -$546K | 2.19% | 13 |
|
|
2024
Q4 | $4.04M | Sell |
173,756
-196,446
| -53% | -$4.56M | 2.58% | 11 |
|
|
2024
Q3 | $7.83M | Buy |
+370,202
| New | +$7.83M | 4.57% | 8 |
|