UFA
US Financial Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,652
| Closed | -$43K | – | 156 |
|
|
2016
Q1 | $43K | Sell |
4,652
-6,978
| -60% | -$64.5K | 0.07% | 96 |
|
|
2015
Q4 | $105K | Hold |
11,630
| – | – | 0.1% | 90 |
|
|
2015
Q3 | $108K | Hold |
11,630
| – | – | 0.18% | 64 |
|
|
2015
Q2 | $114K | Sell |
11,630
-2,326
| -17% | -$22.8K | 0.11% | 65 |
|
|
2015
Q1 | $142K | Hold |
13,956
| – | – | 0.13% | 62 |
|
|
2014
Q4 | $139K | Buy |
+13,956
| New | +$139K | 0.12% | 59 |
|