TFO Wealth Partners’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$101 | – | 429 |
|
|
2024
Q1 | $101 | Sell |
1
-6
| -86% | -$606 | ﹤0.01% | 639 |
|
|
2023
Q4 | $580 | Hold |
7
| – | – | ﹤0.01% | 298 |
|
|
2023
Q3 | $392 | Buy |
7
+6
| +600% | +$336 | ﹤0.01% | 536 |
|
|
2023
Q2 | $56 | Hold |
1
| – | – | ﹤0.01% | 754 |
|
|
2023
Q1 | $53 | Sell |
1
-26
| -96% | -$1.38K | ﹤0.01% | 740 |
|
|
2022
Q4 | $1.43K | Buy |
+27
| New | +$1.43K | ﹤0.01% | 301 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$3K | – | 140 |
|
|
2021
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 117 |
|