SWM
Sequoia Wealth Management’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-395,044
| Closed | -$2.3M | – | 27 |
|
|
2019
Q3 | $2.3M | Buy |
+395,044
| New | +$2.3M | 4.7% | 5 |
|
|
2019
Q2 | – | Sell |
-471,471
| Closed | -$2.85M | – | 60 |
|
|
2019
Q1 | $2.85M | Sell |
471,471
-57
| -0% | -$345 | 2.31% | 9 |
|
|
2018
Q4 | $2.44M | Buy |
+471,528
| New | +$2.44M | 2.42% | 11 |
|
|
2018
Q2 | – | Sell |
-10,000
| Closed | -$73K | – | 56 |
|
|
2018
Q1 | $73K | Buy |
+10,000
| New | +$73K | 0.07% | 55 |
|