WWA
WCG Wealth Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
92,650
+7,781
| +9% | +$161K | 0.12% | 165 |
|
|
2025
Q1 | $1.78M | Buy |
84,869
+9,620
| +13% | +$202K | 0.14% | 153 |
|
|
2024
Q4 | $1.63M | Sell |
75,249
-42,921
| -36% | -$932K | 0.11% | 167 |
|
|
2024
Q3 | $2.33M | Buy |
118,170
+3,252
| +3% | +$64.2K | 0.16% | 143 |
|
|
2024
Q2 | $2.27M | Buy |
114,918
+220
| +0.2% | +$4.34K | 0.17% | 126 |
|
|
2024
Q1 | $2.19M | Sell |
114,698
-10,331
| -8% | -$197K | 0.18% | 117 |
|
|
2023
Q4 | $2.5M | Buy |
125,029
+3,989
| +3% | +$79.7K | 0.18% | 112 |
|
|
2023
Q3 | $2.38M | Buy |
121,040
+88,428
| +271% | +$1.74M | 0.17% | 124 |
|
|
2023
Q2 | $625K | Sell |
32,612
-55
| -0.2% | -$1.05K | 0.07% | 132 |
|
|
2023
Q1 | $604K | Sell |
32,667
-1,818
| -5% | -$33.6K | 0.08% | 134 |
|
|
2022
Q4 | $603K | Buy |
34,485
+370
| +1% | +$6.48K | 0.08% | 132 |
|
|
2022
Q3 | $578K | Sell |
34,115
-945
| -3% | -$16K | 0.08% | 169 |
|
|
2022
Q2 | $681K | Buy |
+35,060
| New | +$681K | 0.09% | 147 |
|