Smallwood Wealth Investment Management’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $251K | Hold |
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|
2025
Q2 | $350K | Hold |
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|
2025
Q1 | $353K | Hold |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $466K | Hold |
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|
2024
Q2 | $466K | Hold |
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|
2024
Q1 | $450K | Hold |
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|
2023
Q4 | $471K | Hold |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $456K | Sell |
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $441K | Hold |
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|
2022
Q2 | $505K | Sell |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $560K | Buy |
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