Summit Wealth & Retirement Planning’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,304
| Closed | -$88K | – | 112 |
|
|
2020
Q1 | $88K | Hold |
7,304
| – | – | 0.05% | 111 |
|
|
2019
Q4 | $179K | Hold |
7,304
| – | – | 0.08% | 123 |
|
|
2019
Q3 | $170K | Sell |
7,304
-1,666
| -19% | -$38.8K | 0.1% | 115 |
|
|
2019
Q2 | $214K | Hold |
8,970
| – | – | 0.13% | 125 |
|
|
2019
Q1 | $217K | Buy |
+8,970
| New | +$217K | 0.13% | 124 |
|