WA
WFG Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3.15M | Buy |
169,373
+33,774
| +25% | +$628K | 0.71% | 28 |
|
|
2017
Q1 | $2.47M | Buy |
135,599
+52,184
| +63% | +$951K | 0.66% | 33 |
|
|
2016
Q4 | $1.28M | Sell |
83,415
-5,758
| -6% | -$88.6K | 0.31% | 83 |
|
|
2016
Q3 | $1.27M | Buy |
89,173
+5,846
| +7% | +$83.4K | 0.32% | 83 |
|
|
2016
Q2 | $1.03M | Sell |
83,327
-8,362
| -9% | -$103K | 0.27% | 94 |
|
|
2016
Q1 | $1.35M | Sell |
91,689
-15,124
| -14% | -$222K | 0.39% | 56 |
|
|
2015
Q4 | $1.67M | Sell |
106,813
-77,283
| -42% | -$1.2M | 0.5% | 41 |
|
|
2015
Q3 | $3.09M | Buy |
184,096
+13,573
| +8% | +$228K | 0.97% | 19 |
|
|
2015
Q2 | $3.9M | Buy |
170,523
+47,729
| +39% | +$1.09M | 1.07% | 12 |
|
|
2015
Q1 | $2.8M | Buy |
122,794
+38,975
| +46% | +$889K | 0.78% | 22 |
|
|
2014
Q4 | $1.95M | Buy |
83,819
+264
| +0.3% | +$6.13K | 0.39% | 47 |
|
|
2014
Q3 | $1.86M | Sell |
83,555
-303
| -0.4% | -$6.76K | 0.35% | 49 |
|
|
2014
Q2 | $2.04M | Buy |
83,858
+6,712
| +9% | +$163K | 0.38% | 49 |
|
|
2014
Q1 | $1.76M | Buy |
77,146
+33,741
| +78% | +$771K | 0.35% | 52 |
|
|
2013
Q4 | $1.06M | Buy |
43,405
+7,178
| +20% | +$175K | 0.15% | 161 |
|
|
2013
Q3 | $746K | Sell |
36,227
-3,481
| -9% | -$71.7K | 0.12% | 205 |
|
|
2013
Q2 | $781K | Buy |
+39,708
| New | +$781K | 0.13% | 190 |
|