OAM
Optimal Asset Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-33,498
| Closed | -$1.36M | – | 395 |
|
|
2020
Q4 | $1.36M | Sell |
33,498
-33
| -0.1% | -$1.34K | 0.19% | 181 |
|
|
2020
Q3 | $1.15M | Sell |
33,531
-2,647
| -7% | -$90.9K | 0.17% | 201 |
|
|
2020
Q2 | $1.12M | Sell |
36,178
-10,292
| -22% | -$318K | 0.18% | 191 |
|
|
2020
Q1 | $1.09K | Buy |
46,470
+28,995
| +166% | +$681 | 0.1% | 281 |
|
|
2019
Q4 | $510K | Buy |
+17,475
| New | +$510K | 0.08% | 327 |
|