TrinityPoint Wealth’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $627K | Buy |
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|
2024
Q2 | $504K | Sell |
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|
2024
Q1 | $485K | Hold |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | $295K | Buy |
|
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $356K | Hold |
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|
2021
Q3 | $291K | Hold |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $234K | Buy |
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