TWA
TCI Wealth Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6
| Closed | – | – | 2586 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 2430 |
|
|
2022
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2402 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | – | – | 2339 |
|
|
2021
Q4 | $0 | Buy |
6
+3
| +100% | – | ﹤0.01% | 2414 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2461 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$6K | – | 1339 |
|
|
2016
Q4 | $6K | Sell |
400
-9,600
| -96% | -$144K | ﹤0.01% | 733 |
|
|
2016
Q3 | $143K | Buy |
+10,000
| New | +$143K | 0.08% | 164 |
|
|
2016
Q1 | – | Sell |
-763
| Closed | -$12K | – | 1372 |
|
|
2015
Q4 | $12K | Buy |
763
+15
| +2% | +$236 | 0.01% | 540 |
|
|
2015
Q3 | $13K | Buy |
748
+15
| +2% | +$261 | 0.01% | 460 |
|
|
2015
Q2 | $17K | Buy |
733
+14
| +2% | +$325 | 0.01% | 430 |
|
|
2015
Q1 | $16K | Buy |
719
+10
| +1% | +$223 | 0.01% | 382 |
|
|
2014
Q4 | $16K | Buy |
709
+14
| +2% | +$316 | 0.01% | 379 |
|
|
2014
Q3 | $15K | Buy |
695
+20
| +3% | +$432 | 0.01% | 375 |
|
|
2014
Q2 | $16K | Buy |
675
+12
| +2% | +$284 | 0.01% | 379 |
|
|
2014
Q1 | $15K | Buy |
663
+13
| +2% | +$294 | 0.01% | 358 |
|
|
2013
Q4 | $16K | Buy |
650
+6
| +0.9% | +$148 | 0.01% | 355 |
|
|
2013
Q3 | $13K | Buy |
644
+14
| +2% | +$283 | 0.01% | 337 |
|
|
2013
Q2 | $12K | Buy |
+630
| New | +$12K | 0.01% | 346 |
|