Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,369
| Closed | -$249K | – | 582 |
|
|
2024
Q2 | $249K | Sell |
2,369
-640
| -21% | -$67.4K | 0.05% | 346 |
|
|
2024
Q1 | $303K | Buy |
+3,009
| New | +$303K | 0.06% | 313 |
|
|
2022
Q1 | – | Sell |
-2,756
| Closed | -$205K | – | 444 |
|
|
2021
Q4 | $205K | Buy |
+2,756
| New | +$205K | 0.05% | 395 |
|
|
2020
Q1 | – | Sell |
-1,055
| Closed | -$31K | – | 900 |
|
|
2019
Q4 | $31K | Hold |
1,055
| – | – | 0.01% | 795 |
|
|
2019
Q3 | $28K | Hold |
1,055
| – | – | 0.01% | 823 |
|
|
2019
Q2 | $27K | Buy |
1,055
+229
| +28% | +$5.86K | 0.01% | 834 |
|
|
2019
Q1 | $20K | Buy |
+826
| New | +$20K | 0.01% | 758 |
|