Transamerica Financial Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,249
| Closed | -$19K | – | 559 |
|
|
2016
Q1 | $19K | Sell |
1,249
-17,492
| -93% | -$266K | ﹤0.01% | 489 |
|
|
2015
Q4 | $293K | Hold |
18,741
| – | – | 0.02% | 279 |
|
|
2015
Q3 | $315K | Sell |
18,741
-732
| -4% | -$12.3K | 0.03% | 257 |
|
|
2015
Q2 | $445K | Sell |
19,473
-223
| -1% | -$5.1K | 0.03% | 237 |
|
|
2015
Q1 | $450K | Buy |
19,696
+704
| +4% | +$16.1K | 0.03% | 239 |
|
|
2014
Q4 | $441K | Buy |
18,992
+4,378
| +30% | +$102K | 0.03% | 199 |
|
|
2014
Q3 | $326K | Sell |
14,614
-35
| -0.2% | -$781 | 0.03% | 212 |
|
|
2014
Q2 | $357K | Buy |
14,649
+185
| +1% | +$4.51K | 0.03% | 216 |
|
|
2014
Q1 | $331K | Sell |
14,464
-451
| -3% | -$10.3K | 0.03% | 192 |
|
|
2013
Q4 | $364K | Sell |
14,915
-1,269
| -8% | -$31K | 0.04% | 187 |
|
|
2013
Q3 | $334K | Sell |
16,184
-9,623
| -37% | -$199K | 0.04% | 181 |
|
|
2013
Q2 | $508K | Buy |
+25,807
| New | +$508K | 0.08% | 117 |
|