Smallwood Wealth Investment Management’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $353K | Hold |
16,845
| – | – | 0.22% | 53 |
|
|
2024
Q4 | $366K | Sell |
16,845
-6,755
| -29% | -$147K | 0.25% | 56 |
|
|
2024
Q3 | $466K | Hold |
23,600
| – | – | 0.33% | 42 |
|
|
2024
Q2 | $466K | Hold |
23,600
| – | – | 0.36% | 40 |
|
|
2024
Q1 | $450K | Hold |
23,600
| – | – | 0.35% | 43 |
|
|
2023
Q4 | $471K | Hold |
23,600
| – | – | 0.39% | 39 |
|
|
2023
Q3 | $465K | Sell |
23,600
-164
| -0.7% | -$3.23K | 0.42% | 36 |
|
|
2023
Q2 | $456K | Sell |
23,764
-262
| -1% | -$5.03K | 0.41% | 38 |
|
|
2023
Q1 | $444K | Sell |
24,026
-1,798
| -7% | -$33.3K | 0.42% | 38 |
|
|
2022
Q4 | $452K | Sell |
25,824
-185
| -0.7% | -$3.24K | 0.38% | 45 |
|
|
2022
Q3 | $441K | Hold |
26,009
| – | – | 0.4% | 47 |
|
|
2022
Q2 | $505K | Sell |
26,009
-805
| -3% | -$15.6K | 0.51% | 35 |
|
|
2022
Q1 | $612K | Buy |
26,814
+59
| +0.2% | +$1.35K | 0.58% | 30 |
|
|
2021
Q4 | $560K | Buy |
+26,755
| New | +$560K | 0.52% | 31 |
|