MWM
Midwest Wealth Management’s FS KKR Capital FSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $2.07M | Buy |
90,853
+4,717
| +5% | +$108K | 1.26% | 32 |
|
2021
Q4 | $1.8M | Buy |
86,136
+10,293
| +14% | +$216K | 1.13% | 39 |
|
2021
Q3 | $1.67M | Buy |
75,843
+4,605
| +6% | +$102K | 1.15% | 34 |
|
2021
Q2 | $1.53M | Buy |
71,238
+28,092
| +65% | +$604K | 1.09% | 42 |
|
2021
Q1 | $856K | Sell |
43,146
-4,608
| -10% | -$91.4K | 0.7% | 68 |
|
2020
Q4 | $791K | Buy |
+47,754
| New | +$791K | 0.72% | 63 |
|