Lucia Wealth Services’s KKR & Co KKR Stock Holding History

Lucia Wealth Services’s Portfolio KKR Stock Details KKR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$812K	Buy
2020 Q2	$681K	Sell
2020 Q1	$530K	Sell
2019 Q4	$686K	Buy
2019 Q3	$560K	Sell
2019 Q2	$578K	Sell
2019 Q1	$622K	Buy
2018 Q4	$314K	Buy