Telemus Capital’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,955
Closed -$348K 364
2022
Q1
$348K Hold
5,955
0.03% 258
2021
Q4
$444K Buy
5,955
+2,455
+70% +$183K 0.04% 252
2021
Q3
$213K Hold
3,500
0.02% 326
2021
Q2
$207K Buy
+3,500
New +$207K 0.01% 328
2019
Q2
Sell
-71,182
Closed -$1.67M 399
2019
Q1
$1.67M Hold
71,182
0.13% 129
2018
Q4
$1.4M Sell
71,182
-500
-0.7% -$9.81K 0.11% 141
2018
Q3
$1.96M Sell
71,682
-20,000
-22% -$545K 0.15% 120
2018
Q2
$2.28M Buy
91,682
+3
+0% +$75 0.18% 112
2018
Q1
$1.86M Sell
91,679
-3,503
-4% -$71.1K 0.15% 127
2017
Q4
$2.01M Buy
95,182
+182
+0.2% +$3.83K 0.16% 118
2017
Q3
$1.93M Sell
95,000
-5,182
-5% -$105K 0.22% 83
2017
Q2
$1.86M Hold
100,182
0.19% 93
2017
Q1
$1.83M Buy
+100,182
New +$1.83M 0.19% 86