LWS
Lucia Wealth Services’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $191K | Buy |
12,054
+550
| +5% | +$8.72K | 0.04% | 131 |
|
|
2020
Q2 | $161K | Sell |
11,504
-33,533
| -74% | -$469K | 0.04% | 129 |
|
|
2020
Q1 | $135K | Buy |
45,037
+19,415
| +76% | +$58.2K | 0.04% | 141 |
|
|
2019
Q4 | $157K | Sell |
25,622
-17,749
| -41% | -$109K | 0.05% | 121 |
|
|
2019
Q3 | $253K | Sell |
43,371
-11,303
| -21% | -$65.9K | 0.08% | 100 |
|
|
2019
Q2 | $326K | Sell |
54,674
-36,513
| -40% | -$218K | 0.11% | 95 |
|
|
2019
Q1 | $552K | Buy |
91,187
+23,337
| +34% | +$141K | 0.19% | 93 |
|
|
2018
Q4 | $351K | Buy |
+67,850
| New | +$351K | 0.17% | 88 |
|