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SMART Wealth’s KKR & Co KKR Stock Holding History

SMART Wealth’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,748
Closed -$665K – 183
2025
Q1 		$665K Buy
5,748
+1,996
+53% +$231K 0.24% 89
2024
Q4 		$555K Buy
+3,752
New +$555K 0.2% 99