RWB
RMR Wealth Builders’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+1,815
| New | +$241K | 0.02% | 255 |
|
|
2022
Q1 | – | Sell |
-3,351
| Closed | -$250K | – | 211 |
|
|
2021
Q4 | $250K | Buy |
3,351
+6
| +0.2% | +$448 | 0.07% | 101 |
|
|
2021
Q3 | $204K | Buy |
+3,345
| New | +$204K | 0.06% | 182 |
|
|
2021
Q2 | – | Sell |
-3,331
| Closed | -$163K | – | 444 |
|
|
2021
Q1 | $163K | Buy |
3,331
+174
| +6% | +$8.52K | 0.04% | 218 |
|
|
2020
Q4 | $128K | Buy |
+3,157
| New | +$128K | 0.06% | 186 |
|
|
2020
Q3 | – | Sell |
-337
| Closed | -$10K | – | 353 |
|
|
2020
Q2 | $10K | Buy |
+337
| New | +$10K | 0.01% | 347 |
|
|
2019
Q4 | $27K | Buy |
+938
| New | +$27K | 0.03% | 286 |
|