TA
TruWealth Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,616
| Closed | -$242K | – | 138 |
|
|
2022
Q1 | $242K | Sell |
10,616
-2,547
| -19% | -$58.1K | 0.03% | 109 |
|
|
2021
Q4 | $276K | Sell |
13,163
-8,077
| -38% | -$169K | 0.03% | 101 |
|
|
2021
Q3 | $468K | Sell |
21,240
-1,975
| -9% | -$43.5K | 0.05% | 78 |
|
|
2021
Q2 | $499K | Buy |
+23,215
| New | +$499K | 0.06% | 74 |
|