UBP Investment Advisors’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$620K Hold
14,409
0.32% 54
2022
Q2
$670K Buy
14,409
+10,401
+260% +$484K 0.27% 61
2022
Q1
$1.47M Sell
4,008
-10,401
-72% -$3.81M 0.55% 35
2021
Q4
$1.07M Buy
+14,409
New +$1.07M 0.39% 52