WLPWM
Walled Lake Planning & Wealth Management’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
11,219
| – | – | 0.08% | 118 |
|
|
2025
Q1 | $235K | Hold |
11,219
| – | – | 0.08% | 115 |
|
|
2024
Q4 | $244K | Hold |
11,219
| – | – | 0.09% | 114 |
|
|
2024
Q3 | $221K | Hold |
11,219
| – | – | 0.08% | 119 |
|
|
2024
Q2 | $221K | Hold |
11,219
| – | – | 0.09% | 106 |
|
|
2024
Q1 | $214K | Hold |
11,219
| – | – | 0.09% | 102 |
|
|
2023
Q4 | $224K | Buy |
+11,219
| New | +$224K | 0.1% | 92 |
|
|
2021
Q4 | – | Sell |
-1,286
| Closed | -$28K | – | 179 |
|
|
2021
Q3 | $28K | Hold |
1,286
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $28K | Buy |
1,286
+36
| +3% | +$784 | 0.02% | 185 |
|
|
2021
Q1 | $25K | Hold |
1,250
| – | – | 0.02% | 180 |
|
|
2020
Q4 | $21K | Hold |
1,250
| – | – | 0.02% | 173 |
|
|
2020
Q3 | $20K | Hold |
1,250
| – | – | 0.02% | 170 |
|
|
2020
Q2 | $18K | Sell |
1,250
-3,750
| -75% | -$54K | 0.02% | 162 |
|
|
2020
Q1 | $15K | Hold |
5,000
| – | – | 0.01% | 154 |
|
|
2019
Q4 | $31K | Buy |
+5,000
| New | +$31K | 0.02% | 136 |
|