WP
WealthSource Partners’s FS KKR Capital FSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-10,320
| Closed | -$62K | – | 436 |
|
2019
Q2 | $62K | Sell |
10,320
-16,430
| -61% | -$98.7K | 0.01% | 440 |
|
2019
Q1 | $162K | Sell |
26,750
-13,198
| -33% | -$79.9K | 0.04% | 338 |
|
2018
Q4 | $207K | Buy |
39,948
+7,967
| +25% | +$41.3K | 0.06% | 277 |
|
2018
Q3 | $225K | Buy |
+31,981
| New | +$225K | 0.06% | 271 |
|