Reilly Financial Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-200
| Closed | -$3K | – | 1023 |
|
|
2015
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 1080 |
|
|
2015
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1070 |
|
|
2015
Q1 | – | Sell |
-350
| Closed | -$8K | – | 1337 |
|
|
2014
Q4 | $8K | Hold |
350
| – | – | ﹤0.01% | 549 |
|
|
2014
Q3 | $8K | Hold |
350
| – | – | ﹤0.01% | 563 |
|
|
2014
Q2 | $9K | Buy |
+350
| New | +$9K | ﹤0.01% | 572 |
|