WFG Advisors’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3.15M | Buy |
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|
2017
Q1 | $2.47M | Buy |
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|
2016
Q4 | $1.28M | Sell |
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|
2016
Q3 | $1.27M | Buy |
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|
2016
Q2 | $1.03M | Sell |
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|
2016
Q1 | $1.35M | Sell |
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|
2015
Q4 | $1.67M | Sell |
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|
2015
Q3 | $3.09M | Buy |
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|
2015
Q2 | $3.9M | Buy |
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|
2015
Q1 | $2.8M | Buy |
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|
2014
Q4 | $1.95M | Buy |
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|
2014
Q3 | $1.86M | Sell |
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|
2014
Q2 | $2.04M | Buy |
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|
2014
Q1 | $1.76M | Buy |
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|
2013
Q4 | $1.06M | Buy |
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|
2013
Q3 | $746K | Sell |
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|
2013
Q2 | $781K | Buy |
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