Steward Partners Investment Advisory’s KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock KKR.PRC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,100
| Closed | -$72.7K | – | 3469 |
|
2023
Q2 | $72.7K | Hold |
1,100
| – | – | ﹤0.01% | 1730 |
|
2023
Q1 | $69.8K | Hold |
1,100
| – | – | ﹤0.01% | 1726 |
|
2022
Q4 | $63K | Buy |
1,100
+200
| +22% | +$11.5K | ﹤0.01% | 1743 |
|
2022
Q3 | $49K | Buy |
900
+833
| +1,243% | +$45.4K | ﹤0.01% | 1809 |
|
2022
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 2883 |
|
2022
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 2920 |
|
2021
Q4 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 2792 |
|