MWP
MYCIO Wealth Partners’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
+27,650
| New | +$3.68M | 0.85% | 16 |
|
|
2020
Q1 | – | Sell |
-20,698
| Closed | -$604K | – | 232 |
|
|
2019
Q4 | $604K | Buy |
20,698
+27
| +0.1% | +$788 | 0.04% | 176 |
|
|
2019
Q3 | $555K | Buy |
20,671
+32
| +0.2% | +$859 | 0.04% | 167 |
|
|
2019
Q2 | $522K | Buy |
20,639
+30
| +0.1% | +$759 | 0.04% | 162 |
|
|
2019
Q1 | $484K | Buy |
20,609
+30
| +0.1% | +$705 | 0.04% | 162 |
|
|
2018
Q4 | $404K | Buy |
+20,579
| New | +$404K | 0.04% | 172 |
|
|
2018
Q2 | – | Sell |
-13,280
| Closed | -$270K | – | 281 |
|
|
2018
Q1 | $270K | Sell |
13,280
-3,195
| -19% | -$65K | 0.03% | 200 |
|
|
2017
Q4 | $347K | Buy |
16,475
+1,000
| +6% | +$21.1K | 0.04% | 177 |
|
|
2017
Q3 | $315K | Hold |
15,475
| – | – | 0.04% | 189 |
|
|
2017
Q2 | $288K | Buy |
15,475
+475
| +3% | +$8.84K | 0.03% | 179 |
|
|
2017
Q1 | $273K | Hold |
15,000
| – | – | 0.03% | 183 |
|
|
2016
Q4 | $231K | Buy |
15,000
+13,000
| +650% | +$200K | 0.03% | 188 |
|
|
2016
Q3 | $29K | Hold |
2,000
| – | – | ﹤0.01% | 428 |
|
|
2016
Q2 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 429 |
|
|
2016
Q1 | $29K | Hold |
2,000
| – | – | 0.01% | 385 |
|
|
2015
Q4 | $31K | Buy |
2,000
+500
| +33% | +$7.75K | 0.01% | 348 |
|
|
2015
Q3 | $25K | Hold |
1,500
| – | – | 0.01% | 404 |
|
|
2015
Q2 | $34K | Hold |
1,500
| – | – | 0.01% | 348 |
|
|
2015
Q1 | $34K | Hold |
1,500
| – | – | 0.01% | 329 |
|
|
2014
Q4 | $35K | Hold |
1,500
| – | – | 0.01% | 313 |
|
|
2014
Q3 | $33K | Hold |
1,500
| – | – | 0.01% | 300 |
|
|
2014
Q2 | $36K | Hold |
1,500
| – | – | 0.01% | 305 |
|
|
2014
Q1 | $34K | Hold |
1,500
| – | – | 0.01% | 302 |
|
|
2013
Q4 | $37K | Buy |
+1,500
| New | +$37K | 0.01% | 282 |
|