TWM
TCFG 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 | $255K | Sell |
12,310
-414
| -3% | -$8.59K | 0.12% | 211 |
|
|
2025
Q1 | $267K | Buy |
12,724
+145
| +1% | +$3.04K | 0.13% | 184 |
|
|
2024
Q4 | $273K | Sell |
12,579
-419
| -3% | -$9.1K | 0.14% | 177 |
|
|
2024
Q3 | $256K | Buy |
+12,998
| New | +$256K | 0.13% | 176 |
|