Steel Grove Capital Advisors’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-30,015
Closed -$746K 323
2018
Q2
$746K Sell
30,015
-225
-0.7% -$5.59K 0.12% 151
2018
Q1
$614K Hold
30,240
0.1% 191
2017
Q4
$637K Sell
30,240
-3,000
-9% -$63.2K 0.1% 177
2017
Q3
$676K Buy
+33,240
New +$676K 0.12% 136
2017
Q1
Sell
-18,000
Closed -$277K 285
2016
Q4
$277K Hold
18,000
0.06% 204
2016
Q3
$257K Buy
+18,000
New +$257K 0.06% 165