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Octavia Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Octavia Wealth Advisors’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,956
Closed -$330K – 226
2023
Q4 		$330K Sell
15,956
-2,829
-15% -$55.6K 0.06% 161
2023
Q3 		$383K Buy
18,785
+2,320
+14% +$46.4K 0.08% 116
2023
Q2 		$327K Sell
16,465
-6,555
-28% -$124K 0.07% 135
2023
Q1 		$442K Sell
23,020
-9,672
-30% -$183K 0.1% 99
2022
Q4 		$594K Sell
32,692
-53
-0.2% -$985 0.15% 82
2022
Q3 		$577K Sell
32,745
-222
-0.7% -$4.63K 0.16% 81
2022
Q2 		$665K Sell
32,967
-1,127
-3% -$23.9K 0.17% 76
2022
Q1 		$801K Sell
34,094
-8,225
-19% -$182K 0.18% 73
2021
Q4 		$912K Sell
42,319
-5,119
-11% -$111K 0.2% 68
2021
Q3 		$1.08M Buy
47,438
+3,393
+8% +$74.9K 0.28% 60
2021
Q2 		$974K Sell
44,045
-3,082
-7% -$66K 0.26% 64
2021
Q1 		$963K Sell
47,127
-1,873
-4% -$34.9K 0.29% 65
2020
Q4 		$840K Buy
+49,000
New +$814K 0.27% 63

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