Sendero Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,332
| Closed | -$2.04M | – | 163 |
|
|
2024
Q1 | $2.04M | Sell |
20,332
-34,108
| -63% | -$3.43M | 0.35% | 54 |
|
|
2023
Q4 | $4.51M | Sell |
54,440
-12,706
| -19% | -$1.05M | 0.85% | 26 |
|
|
2023
Q3 | $4.14M | Buy |
67,146
+5,045
| +8% | +$311K | 0.89% | 23 |
|
|
2023
Q2 | $3.48M | Buy |
62,101
+17,856
| +40% | +$1,000K | 0.76% | 29 |
|
|
2023
Q1 | $2.32M | Buy |
44,245
+16,603
| +60% | +$872K | 0.71% | 31 |
|
|
2022
Q4 | $1.28M | Buy |
27,642
+14,514
| +111% | +$674K | 0.46% | 45 |
|
|
2022
Q3 | $565K | Buy |
+13,128
| New | +$565K | 0.24% | 61 |
|