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
2017
Q1
$2.47M Buy
2016
Q4
$1.28M Sell
2016
Q3
$1.27M Buy
2016
Q2
$1.03M Sell
2016
Q1
$1.35M Sell
2015
Q4
$1.67M Sell
2015
Q3
$3.09M Buy
2015
Q2
$3.9M Buy
2015
Q1
$2.8M Buy
2014
Q4
$1.95M Buy
2014
Q3
$1.86M Sell
2014
Q2
$2.04M Buy
2014
Q1
$1.76M Buy
2013
Q4
$1.06M Buy
2013
Q3
$746K Sell
2013
Q2
$781K Buy