Mosaic Family Wealth’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-312
| Closed | -$7K | – | 401 |
|
|
2019
Q1 | $7K | Hold |
312
| – | – | ﹤0.01% | 533 |
|
|
2018
Q4 | $6K | Hold |
312
| – | – | ﹤0.01% | 536 |
|
|
2018
Q3 | $7K | Hold |
312
| – | – | ﹤0.01% | 534 |
|
|
2018
Q2 | $8K | Hold |
312
| – | – | ﹤0.01% | 556 |
|
|
2018
Q1 | $6K | Buy |
312
+1
| +0.3% | +$19 | ﹤0.01% | 569 |
|
|
2017
Q4 | $7K | Sell |
311
-1,999
| -87% | -$45K | ﹤0.01% | 565 |
|
|
2017
Q3 | $47K | Buy |
2,310
+1
| +0% | +$20 | 0.02% | 341 |
|
|
2017
Q2 | $43K | Buy |
2,309
+1
| +0% | +$19 | 0.02% | 332 |
|
|
2017
Q1 | $42K | Buy |
2,308
+1
| +0% | +$18 | 0.02% | 343 |
|
|
2016
Q4 | $36K | Buy |
2,307
+1
| +0% | +$16 | 0.02% | 360 |
|
|
2016
Q3 | $33K | Buy |
2,306
+1
| +0% | +$14 | 0.02% | 379 |
|
|
2016
Q2 | $29K | Buy |
2,305
+2
| +0.1% | +$25 | 0.01% | 401 |
|
|
2016
Q1 | $33K | Buy |
2,303
+2
| +0.1% | +$29 | 0.02% | 372 |
|
|
2015
Q4 | $35K | Buy |
+2,301
| New | +$35K | 0.02% | 375 |
|