SGWM
Sterling Group Wealth Management’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
61,378
-6,180
| -9% | -$128K | 0.7% | 15 |
|
|
2025
Q1 | $1.42M | Hold |
67,558
| – | – | 0.76% | 16 |
|
|
2024
Q4 | $1.47M | Hold |
67,558
| – | – | 0.76% | 16 |
|
|
2024
Q3 | $1.33M | Sell |
67,558
-7,810
| -10% | -$154K | 0.71% | 16 |
|
|
2024
Q2 | $1.49M | Buy |
+75,368
| New | +$1.49M | 0.85% | 15 |
|
|
2024
Q1 | – | Sell |
-81,577
| Closed | -$1.63M | – | 16 |
|
|
2023
Q4 | $1.63M | Sell |
81,577
-640
| -0.8% | -$12.8K | 1.27% | 12 |
|
|
2023
Q3 | $1.62M | Sell |
82,217
-284
| -0.3% | -$5.59K | 1.53% | 11 |
|
|
2023
Q2 | $1.58M | Buy |
82,501
+19,762
| +31% | +$379K | 1.37% | 11 |
|
|
2023
Q1 | $1.16M | Buy |
62,739
+38,821
| +162% | +$718K | 1.1% | 13 |
|
|
2022
Q4 | $419K | Buy |
+23,918
| New | +$419K | 0.41% | 28 |
|