MWC
MBM Wealth Consultants’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,165
| Closed | -$283K | – | 108 |
|
|
2024
Q3 | $283K | Hold |
2,165
| – | – | 0.09% | 88 |
|
|
2024
Q2 | $229K | Hold |
2,165
| – | – | 0.08% | 95 |
|
|
2024
Q1 | $218K | Buy |
+2,165
| New | +$218K | 0.08% | 103 |
|
|
2023
Q2 | – | Sell |
-2,165
| Closed | -$114K | – | 200 |
|
|
2023
Q1 | $114K | Hold |
2,165
| – | – | 0.05% | 123 |
|
|
2022
Q4 | $101K | Buy |
2,165
+480
| +28% | +$22.4K | 0.05% | 130 |
|
|
2022
Q3 | $74K | Hold |
1,685
| – | – | 0.04% | 136 |
|
|
2022
Q2 | $78K | Hold |
1,685
| – | – | 0.04% | 128 |
|
|
2022
Q1 | $99K | Hold |
1,685
| – | – | 0.04% | 127 |
|
|
2021
Q4 | $126K | Sell |
1,685
-1,500
| -47% | -$112K | 0.05% | 115 |
|
|
2021
Q3 | $194K | Buy |
3,185
+500
| +19% | +$30.5K | 0.09% | 104 |
|
|
2021
Q2 | $159K | Hold |
2,685
| – | – | 0.07% | 108 |
|
|
2021
Q1 | $131K | Hold |
2,685
| – | – | 0.07% | 109 |
|
|
2020
Q4 | $109K | Buy |
2,685
+600
| +29% | +$24.4K | 0.06% | 104 |
|
|
2020
Q3 | $72K | Hold |
2,085
| – | – | 0.05% | 114 |
|
|
2020
Q2 | $64K | Hold |
2,085
| – | – | 0.05% | 106 |
|
|
2020
Q1 | $49K | Hold |
2,085
| – | – | 0.04% | 109 |
|
|
2019
Q4 | $61K | Hold |
2,085
| – | – | 0.05% | 113 |
|
|
2019
Q3 | $56K | Hold |
2,085
| – | – | 0.04% | 117 |
|
|
2019
Q2 | $53K | Hold |
2,085
| – | – | 0.04% | 121 |
|
|
2019
Q1 | $49K | Hold |
2,085
| – | – | 0.04% | 125 |
|
|
2018
Q4 | $41K | Buy |
+2,085
| New | +$41K | 0.04% | 139 |
|