Waverly Advisors’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
94,586
-4,194
| -4% | -$87K | 0.02% | 494 |
|
|
2025
Q1 | $2.07M | Sell |
98,780
-5,723
| -5% | -$120K | 0.03% | 472 |
|
|
2024
Q4 | $2.27M | Sell |
104,503
-20,229
| -16% | -$439K | 0.04% | 357 |
|
|
2024
Q3 | $2.46M | Sell |
124,732
-2,072
| -2% | -$40.9K | 0.05% | 295 |
|
|
2024
Q2 | $2.5M | Sell |
126,804
-2,900
| -2% | -$57.2K | 0.05% | 276 |
|
|
2024
Q1 | $2.47M | Buy |
+129,704
| New | +$2.47M | 0.06% | 230 |
|