Lucia Wealth Services’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $812K | Buy |
23,649
+1,587
| +7% | +$54.5K | 0.19% | 88 |
|
|
2020
Q2 | $681K | Sell |
22,062
-534
| -2% | -$16.5K | 0.18% | 89 |
|
|
2020
Q1 | $530K | Sell |
22,596
-919
| -4% | -$21.6K | 0.18% | 100 |
|
|
2019
Q4 | $686K | Buy |
23,515
+2,643
| +13% | +$77.1K | 0.21% | 79 |
|
|
2019
Q3 | $560K | Sell |
20,872
-2,013
| -9% | -$54K | 0.19% | 82 |
|
|
2019
Q2 | $578K | Sell |
22,885
-3,608
| -14% | -$91.1K | 0.2% | 78 |
|
|
2019
Q1 | $622K | Buy |
26,493
+10,492
| +66% | +$246K | 0.21% | 88 |
|
|
2018
Q4 | $314K | Buy |
+16,001
| New | +$314K | 0.15% | 96 |
|