SWM
Selective Wealth Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$43K | – | 447 |
|
|
2022
Q3 | $43K | Hold |
1,000
| – | – | 0.02% | 310 |
|
|
2022
Q2 | $46K | Hold |
1,000
| – | – | 0.02% | 330 |
|
|
2022
Q1 | $58K | Hold |
1,000
| – | – | 0.02% | 279 |
|
|
2021
Q4 | $75K | Hold |
1,000
| – | – | 0.03% | 224 |
|
|
2021
Q3 | $61K | Hold |
1,000
| – | – | 0.03% | 236 |
|
|
2021
Q2 | $59K | Buy |
+1,000
| New | +$59K | 0.05% | 173 |
|