Wealthspire Advisors (Maryland)’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-383
| Closed | -$9K | – | 1039 |
|
2019
Q1 | $9K | Hold |
383
| – | – | ﹤0.01% | 1577 |
|
2018
Q4 | $8K | Buy |
+383
| New | +$8K | ﹤0.01% | 1550 |
|
2017
Q2 | – | Sell |
-975
| Closed | -$38K | – | 2220 |
|
2017
Q1 | $38K | Sell |
975
-853
| -47% | -$33.2K | 0.01% | 876 |
|
2016
Q4 | $75K | Buy |
1,828
+444
| +32% | +$18.2K | 0.01% | 665 |
|
2016
Q3 | $52K | Buy |
1,384
+125
| +10% | +$4.7K | 0.01% | 764 |
|
2016
Q2 | $46K | Buy |
+1,259
| New | +$46K | 0.01% | 759 |
|