MWM
Modern Wealth Management’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14M | Sell |
392,527
-8,566
| -2% | -$178K | 0.2% | 113 |
|
|
2025
Q1 | $8.4M | Sell |
401,093
-165
| -0% | -$3.46K | 0.27% | 84 |
|
|
2024
Q4 | $8.72M | Buy |
401,258
+5,420
| +1% | +$118K | 0.33% | 73 |
|
|
2024
Q3 | $7.81M | Sell |
395,838
-3,633
| -0.9% | -$71.7K | 0.48% | 40 |
|
|
2024
Q2 | $7.88M | Sell |
399,471
-4,498
| -1% | -$88.7K | 0.58% | 34 |
|
|
2024
Q1 | $7.7M | Sell |
403,969
-1,320
| -0.3% | -$25.2K | 0.72% | 23 |
|
|
2023
Q4 | $8.09M | Buy |
+405,289
| New | +$8.09M | 1.02% | 17 |
|