TWM
Tradition 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 | $304K | Sell |
14,647
-3,100
| -17% | -$64.3K | 0.02% | 351 |
|
|
2025
Q1 | $372K | Hold |
17,747
| – | – | 0.03% | 295 |
|
|
2024
Q4 | $385K | Buy |
17,747
+186
| +1% | +$4.04K | 0.03% | 287 |
|
|
2024
Q3 | $346K | Sell |
17,561
-631
| -3% | -$12.5K | 0.03% | 299 |
|
|
2024
Q2 | $359K | Sell |
18,192
-2,840
| -14% | -$56K | 0.03% | 284 |
|
|
2024
Q1 | $401K | Sell |
21,032
-4,942
| -19% | -$94.2K | 0.04% | 253 |
|
|
2023
Q4 | $519K | Sell |
25,974
-2,406
| -8% | -$48.1K | 0.05% | 185 |
|
|
2023
Q3 | $559K | Sell |
28,380
-7,186
| -20% | -$142K | 0.07% | 159 |
|
|
2023
Q2 | $682K | Sell |
35,566
-12,219
| -26% | -$234K | 0.08% | 146 |
|
|
2023
Q1 | $884K | Sell |
47,785
-12,220
| -20% | -$226K | 0.11% | 122 |
|
|
2022
Q4 | $1.05M | Sell |
60,005
-12,019
| -17% | -$210K | 0.15% | 103 |
|
|
2022
Q3 | $1.22M | Sell |
72,024
-6,181
| -8% | -$105K | 0.18% | 91 |
|
|
2022
Q2 | $1.52M | Buy |
78,205
+4,841
| +7% | +$94K | 0.22% | 81 |
|
|
2022
Q1 | $1.67M | Sell |
73,364
-2,038
| -3% | -$46.5K | 0.21% | 97 |
|
|
2021
Q4 | $1.58M | Buy |
75,402
+3,212
| +4% | +$67.3K | 0.2% | 101 |
|
|
2021
Q3 | $1.59M | Buy |
72,190
+8,078
| +13% | +$178K | 0.23% | 98 |
|
|
2021
Q2 | $1.38M | Buy |
64,112
+63,182
| +6,794% | +$1.36M | 0.21% | 106 |
|
|
2021
Q1 | $18K | Hold |
930
| – | – | ﹤0.01% | 650 |
|
|
2020
Q4 | $15K | Buy |
+930
| New | +$15K | ﹤0.01% | 644 |
|