PFWA
KKR icon

Paces Ferry Wealth Advisors’s KKR & Co KKR Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio KKR Stock Details KKR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,878
Closed -$230K – 121
2021
Q2 		$230K Buy
+3,878
New +$230K 0.18% 115
2020
Q4 		– Sell
-3,952
Closed -$136K – 642
2020
Q3 		$136K Buy
+3,952
New +$136K 0.12% 129