MWPCG
Measured Wealth Private Client Group’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,847
| Closed | -$378K | – | 196 |
|
|
2024
Q1 | $378K | Sell |
19,847
-15,506
| -44% | -$296K | 0.13% | 115 |
|
|
2023
Q4 | $706K | Buy |
35,353
+2,757
| +8% | +$55.1K | 0.26% | 65 |
|
|
2023
Q3 | $642K | Buy |
32,596
+3,792
| +13% | +$74.7K | 0.26% | 66 |
|
|
2023
Q2 | $552K | Buy |
28,804
+5,923
| +26% | +$114K | 0.21% | 78 |
|
|
2023
Q1 | $423K | Buy |
22,881
+8,071
| +54% | +$149K | 0.16% | 100 |
|
|
2022
Q4 | $259K | Buy |
+14,810
| New | +$259K | 0.11% | 136 |
|