Plante Moran Financial Advisors’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,175
| Closed | -$27K | – | 1002 |
|
|
2022
Q1 | $27K | Hold |
1,175
| – | – | 0.01% | 430 |
|
|
2021
Q4 | $25K | Hold |
1,175
| – | – | ﹤0.01% | 503 |
|
|
2021
Q3 | $26K | Hold |
1,175
| – | – | 0.01% | 501 |
|
|
2021
Q2 | $25K | Sell |
1,175
-3,390
| -74% | -$72.1K | 0.01% | 518 |
|
|
2021
Q1 | $91K | Hold |
4,565
| – | – | 0.02% | 258 |
|
|
2020
Q4 | $76K | Hold |
4,565
| – | – | 0.02% | 285 |
|
|
2020
Q3 | $72K | Hold |
4,565
| – | – | 0.03% | 264 |
|
|
2020
Q2 | $64K | Buy |
+4,565
| New | +$64K | 0.03% | 264 |
|
|
2019
Q1 | – | Sell |
-121
| Closed | -$2K | – | 835 |
|
|
2018
Q4 | $2K | Buy |
+121
| New | +$2K | ﹤0.01% | 711 |
|
|
2015
Q1 | – | Sell |
-1,613
| Closed | -$64K | – | 747 |
|
|
2014
Q4 | $64K | Buy |
+1,613
| New | +$64K | 0.05% | 239 |
|