SWM
Strategic Wealth Management’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6.5M | Buy |
310,430
+125
| +0% | +$2.62K | 3.21% | 3 |
|
|
2021
Q3 | $6.84M | Buy |
310,305
+3,800
| +1% | +$83.8K | 3.55% | 4 |
|
|
2021
Q2 | $6.59M | Buy |
306,505
+176,052
| +135% | +$3.79M | 3.56% | 5 |
|
|
2021
Q1 | $2.59M | Hold |
130,453
| – | – | 1.55% | 23 |
|
|
2020
Q4 | $2.16M | Sell |
130,453
-213
| -0.2% | -$3.53K | 1.33% | 31 |
|
|
2020
Q3 | $2.07M | Buy |
130,666
+71,593
| +121% | +$1.14M | 1.55% | 26 |
|
|
2020
Q2 | $827K | Buy |
+59,073
| New | +$827K | 0.77% | 29 |
|