MGIA
Moneta Group Investment Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,327
| Closed | -$216K | – | 713 |
|
|
2025
Q1 | $216K | Buy |
+10,327
| New | +$216K | ﹤0.01% | 612 |
|
|
2020
Q1 | – | Sell |
-20,228
| Closed | -$124K | – | 257 |
|
|
2019
Q4 | $124K | Sell |
20,228
-4,643
| -19% | -$28.5K | 0.01% | 253 |
|
|
2019
Q3 | $145K | Sell |
24,871
-129
| -0.5% | -$752 | 0.01% | 247 |
|
|
2019
Q2 | $149K | Sell |
25,000
-15,992
| -39% | -$95.3K | 0.01% | 220 |
|
|
2019
Q1 | $248K | Buy |
40,992
+65
| +0.2% | +$393 | 0.03% | 190 |
|
|
2018
Q4 | $212K | Buy |
+40,927
| New | +$212K | 0.03% | 194 |
|