WFG Advisors’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.03M | Buy |
55,575
+16,355
| +42% | +$599K | 0.46% | 53 |
|
|
2017
Q1 | $1.54M | Sell |
39,220
-9,841
| -20% | -$386K | 0.41% | 58 |
|
|
2016
Q4 | $2.02M | Sell |
49,061
-2,147
| -4% | -$88.4K | 0.49% | 46 |
|
|
2016
Q3 | $1.94M | Buy |
51,208
+7,881
| +18% | +$299K | 0.48% | 46 |
|
|
2016
Q2 | $1.57M | Sell |
43,327
-2,846
| -6% | -$103K | 0.42% | 55 |
|
|
2016
Q1 | $1.69M | Buy |
46,173
+8,403
| +22% | +$308K | 0.49% | 40 |
|
|
2015
Q4 | $1.36M | Buy |
37,770
+3,244
| +9% | +$117K | 0.41% | 53 |
|
|
2015
Q3 | $1.29M | Buy |
34,526
+6,170
| +22% | +$230K | 0.4% | 51 |
|
|
2015
Q2 | $1.12M | Buy |
28,356
+1,827
| +7% | +$71.9K | 0.31% | 70 |
|
|
2015
Q1 | $1.08M | Sell |
26,529
-8,297
| -24% | -$337K | 0.3% | 70 |
|
|
2014
Q4 | $1.38M | Sell |
34,826
-71,043
| -67% | -$2.82M | 0.28% | 73 |
|
|
2014
Q3 | $4.56M | Sell |
105,869
-17,782
| -14% | -$766K | 0.87% | 11 |
|
|
2014
Q2 | $5.27M | Buy |
+123,651
| New | +$5.27M | 0.98% | 10 |
|