PRW Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $276K | Hold |
5,020
| – | – | 0.11% | 78 |
|
|
2023
Q2 | $305K | Hold |
5,020
| – | – | 0.1% | 53 |
|
|
2023
Q1 | $266K | Sell |
5,020
-280
| -5% | -$14.9K | 0.1% | 88 |
|
|
2022
Q4 | $246K | Sell |
5,300
-112
| -2% | -$5.2K | 0.11% | 55 |
|
|
2022
Q3 | $233K | Hold |
5,412
| – | – | 0.11% | 79 |
|
|
2022
Q2 | $251K | Buy |
5,412
+12
| +0.2% | +$557 | 0.15% | 77 |
|
|
2022
Q1 | $316K | Buy |
+5,400
| New | +$316K | 0.14% | 75 |
|
|
2021
Q3 | – | Sell |
-4,769
| Closed | -$283K | – | 199 |
|
|
2021
Q2 | $283K | Buy |
+4,769
| New | +$283K | 0.08% | 220 |
|