Schechter Investment Advisors’s KKR & Co KKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,966
Closed -$291K 666
2024
Q4
$291K Buy
1,966
+184
+10% +$27.2K 0.02% 498
2024
Q3
$233K Buy
+1,782
New +$233K 0.02% 554