Optimum Investment Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,200
| Closed | -$28K | – | 891 |
|
|
2020
Q1 | $28K | Hold |
1,200
| – | – | 0.01% | 509 |
|
|
2019
Q4 | $35K | Hold |
1,200
| – | – | 0.01% | 582 |
|
|
2019
Q3 | $32K | Hold |
1,200
| – | – | 0.01% | 598 |
|
|
2019
Q2 | $30K | Hold |
1,200
| – | – | 0.01% | 612 |
|
|
2019
Q1 | $28K | Sell |
1,200
-860
| -42% | -$20.1K | 0.01% | 629 |
|
|
2018
Q4 | $40K | Hold |
2,060
| – | – | 0.01% | 502 |
|
|
2018
Q3 | $56K | Hold |
2,060
| – | – | 0.02% | 512 |
|
|
2018
Q2 | $51K | Hold |
2,060
| – | – | 0.01% | 526 |
|
|
2018
Q1 | $42K | Buy |
+2,060
| New | +$42K | 0.01% | 552 |
|