MCIA
Mountain Capital 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 | $393K | Hold |
18,665
| – | – | 0.08% | 37 |
|
|
2025
Q1 | $374K | Buy |
18,665
+218
| +1% | +$4.37K | 0.08% | 34 |
|
|
2024
Q4 | $411K | Buy |
18,447
+231
| +1% | +$5.14K | 0.09% | 33 |
|
|
2024
Q3 | $383K | Buy |
18,216
+220
| +1% | +$4.62K | 0.08% | 36 |
|
|
2024
Q2 | $366K | Buy |
17,996
+212
| +1% | +$4.31K | 0.09% | 29 |
|
|
2024
Q1 | $343K | Buy |
17,784
+215
| +1% | +$4.15K | 0.1% | 26 |
|
|
2023
Q4 | $366K | Buy |
17,569
+191
| +1% | +$3.98K | 0.12% | 46 |
|
|
2023
Q3 | $344K | Buy |
17,378
+220
| +1% | +$4.36K | 0.13% | 44 |
|
|
2023
Q2 | $343K | Buy |
17,158
+194
| +1% | +$3.87K | 0.13% | 57 |
|
|
2023
Q1 | $317K | Buy |
16,964
+194
| +1% | +$3.63K | 0.14% | 56 |
|
|
2022
Q4 | $304K | Sell |
16,770
-1,304
| -7% | -$23.7K | 0.14% | 65 |
|
|
2022
Q3 | $325K | Sell |
18,074
-5,029
| -22% | -$90.4K | 0.17% | 81 |
|
|
2022
Q2 | $475K | Buy |
23,103
+336
| +1% | +$6.91K | 0.24% | 66 |
|
|
2022
Q1 | $520K | Buy |
22,767
+269
| +1% | +$6.14K | 0.25% | 77 |
|
|
2021
Q4 | $505K | Buy |
22,498
+9,692
| +76% | +$218K | 0.23% | 104 |
|
|
2021
Q3 | $292K | Sell |
12,806
-753
| -6% | -$17.2K | 0.15% | 113 |
|
|
2021
Q2 | $285K | Buy |
+13,559
| New | +$285K | 0.13% | 115 |
|