Meridian Wealth Partners’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-895
| Closed | -$44K | – | 704 |
|
|
2021
Q1 | $44K | Buy |
895
+26
| +3% | +$1.28K | 0.01% | 169 |
|
|
2020
Q4 | $35K | Hold |
869
| – | – | 0.01% | 161 |
|
|
2020
Q3 | $30K | Hold |
869
| – | – | 0.02% | 165 |
|
|
2020
Q2 | $27K | Hold |
869
| – | – | 0.01% | 169 |
|
|
2020
Q1 | $20K | Hold |
869
| – | – | 0.01% | 183 |
|
|
2019
Q4 | $25K | Buy |
+869
| New | +$25K | 0.02% | 182 |
|