SOA Wealth Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-453
| Closed | -$59.1K | – | 888 |
|
|
2024
Q3 | $59.1K | Hold |
453
| – | – | 0.01% | 299 |
|
|
2024
Q2 | $47.6K | Hold |
453
| – | – | 0.01% | 315 |
|
|
2024
Q1 | $45.5K | Hold |
453
| – | – | 0.01% | 319 |
|
|
2023
Q4 | $37.5K | Hold |
453
| – | – | 0.01% | 329 |
|
|
2023
Q3 | $27.9K | Hold |
453
| – | – | 0.01% | 359 |
|
|
2023
Q2 | $25.3K | Hold |
453
| – | – | 0.01% | 393 |
|
|
2023
Q1 | $23.8K | Hold |
453
| – | – | 0.01% | 395 |
|
|
2022
Q4 | $21K | Buy |
453
+1
| +0.2% | +$46 | 0.01% | 397 |
|
|
2022
Q3 | $19K | Hold |
452
| – | – | 0.01% | 401 |
|
|
2022
Q2 | $20K | Hold |
452
| – | – | 0.01% | 386 |
|
|
2022
Q1 | $26K | Hold |
452
| – | – | 0.01% | 410 |
|
|
2021
Q4 | $33K | Hold |
452
| – | – | 0.01% | 363 |
|
|
2021
Q3 | $27K | Hold |
452
| – | – | 0.01% | 402 |
|
|
2021
Q2 | $26K | Hold |
452
| – | – | 0.01% | 413 |
|
|
2021
Q1 | $22K | Hold |
452
| – | – | 0.01% | 389 |
|
|
2020
Q4 | $21K | Buy |
+452
| New | +$21K | 0.01% | 392 |
|