Lyell Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-39,000
| Closed | -$821K | – | 110 |
|
|
2017
Q4 | $821K | Sell |
39,000
-5,900
| -13% | -$124K | 0.33% | 72 |
|
|
2017
Q3 | $913K | Sell |
44,900
-5,095
| -10% | -$104K | 0.39% | 67 |
|
|
2017
Q2 | $930K | Buy |
49,995
+11,950
| +31% | +$222K | 0.45% | 61 |
|
|
2017
Q1 | $694K | Sell |
38,045
-3,000
| -7% | -$54.7K | 0.38% | 68 |
|
|
2016
Q4 | $632K | Buy |
+41,045
| New | +$632K | 0.39% | 67 |
|