Sonora Investment Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $99K | Buy |
1,632
+500
| +44% | +$30.3K | 0.01% | 300 |
|
|
2021
Q2 | $67K | Hold |
1,132
| – | – | 0.01% | 341 |
|
|
2021
Q1 | $55K | Hold |
1,132
| – | – | ﹤0.01% | 565 |
|
|
2020
Q4 | $46K | Buy |
1,132
+932
| +466% | +$37.9K | ﹤0.01% | 642 |
|
|
2020
Q3 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 1346 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$5K | – | 1828 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 1349 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1403 |
|
|
2019
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1381 |
|
|
2016
Q4 | – | Sell |
-2,228
| Closed | -$31.8K | – | 859 |
|
|
2016
Q3 | $31.8K | Buy |
+2,228
| New | +$31.8K | 0.01% | 351 |
|