R.H. Bluestein & Co’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-10,000
Closed -$203K 319
2018
Q1
$203K Hold
10,000
0.01% 311
2017
Q4
$211K Hold
10,000
0.01% 298
2017
Q3
$203K Sell
10,000
-5,000
-33% -$102K 0.01% 305
2017
Q2
$279K Buy
+15,000
New +$279K 0.02% 235
2015
Q1
Sell
-50,000
Closed -$1.16M 360
2014
Q4
$1.16M Buy
+50,000
New +$1.16M 0.07% 92