Wescott Financial Advisory Group’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 | $476K | Buy |
22,949
+615
| +3% | +$12.8K | 0.05% | 121 |
|
|
2025
Q1 | $468K | Hold |
22,334
| – | – | 0.05% | 114 |
|
|
2024
Q4 | $485K | Buy |
22,334
+1,216
| +6% | +$26.4K | 0.05% | 115 |
|
|
2024
Q3 | $417K | Buy |
21,118
+600
| +3% | +$11.8K | 0.04% | 130 |
|
|
2024
Q2 | $405K | Buy |
20,518
+3,877
| +23% | +$76.5K | 0.05% | 123 |
|
|
2024
Q1 | $317K | Buy |
16,641
+441
| +3% | +$8.41K | 0.04% | 131 |
|
|
2023
Q4 | $324K | Buy |
16,200
+509
| +3% | +$10.2K | 0.05% | 128 |
|
|
2023
Q3 | $309K | Buy |
15,691
+449
| +3% | +$8.84K | 0.06% | 127 |
|
|
2023
Q2 | $292K | Buy |
15,242
+3,901
| +34% | +$74.8K | 0.05% | 133 |
|
|
2023
Q1 | $210K | Buy |
11,341
+345
| +3% | +$6.38K | 0.05% | 148 |
|
|
2022
Q4 | $192K | Buy |
10,996
+326
| +3% | +$5.71K | 0.04% | 149 |
|
|
2022
Q3 | $181K | Buy |
10,670
+285
| +3% | +$4.84K | 0.05% | 132 |
|
|
2022
Q2 | $202K | Buy |
10,385
+228
| +2% | +$4.44K | 0.05% | 123 |
|
|
2022
Q1 | $232K | Buy |
+10,157
| New | +$232K | 0.06% | 117 |
|