Wealthspire Advisors (Maryland)’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,250
| Closed | -$100K | – | 1294 |
|
|
2019
Q1 | $100K | Sell |
4,250
-276
| -6% | -$6.49K | 0.01% | 638 |
|
|
2018
Q4 | $89K | Sell |
4,526
-103
| -2% | -$2.03K | 0.01% | 641 |
|
|
2018
Q3 | $126K | Buy |
+4,629
| New | +$126K | 0.01% | 597 |
|
|
2018
Q2 | – | Sell |
-2,114
| Closed | -$43K | – | 2514 |
|
|
2018
Q1 | $43K | Buy |
2,114
+1,028
| +95% | +$20.9K | ﹤0.01% | 1039 |
|
|
2017
Q4 | $23K | Sell |
1,086
-990
| -48% | -$21K | ﹤0.01% | 1284 |
|
|
2017
Q3 | $42K | Buy |
2,076
+10
| +0.5% | +$202 | ﹤0.01% | 1041 |
|
|
2017
Q2 | $38K | Buy |
+2,066
| New | +$38K | ﹤0.01% | 1040 |
|
|
2016
Q3 | – | Sell |
-765
| Closed | -$9K | – | 1782 |
|
|
2016
Q2 | $9K | Sell |
765
-7,500
| -91% | -$88.2K | ﹤0.01% | 1226 |
|
|
2016
Q1 | $121K | Hold |
8,265
| – | – | 0.02% | 483 |
|
|
2015
Q4 | $129K | Buy |
+8,265
| New | +$129K | 0.02% | 468 |
|