WWM
Willingdon Wealth Management’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $24K | Buy |
8,150
+8,000
| +5,333% | +$23.6K | 0.01% | 179 |
|
|
2019
Q4 | $1K | Hold |
150
| – | – | ﹤0.01% | 347 |
|
|
2019
Q3 | $1K | Hold |
150
| – | – | ﹤0.01% | 410 |
|
|
2019
Q2 | $1K | Sell |
150
-6,000
| -98% | -$40K | ﹤0.01% | 290 |
|
|
2019
Q1 | $37K | Buy |
6,150
+6,000
| +4,000% | +$36.1K | 0.01% | 195 |
|
|
2018
Q4 | $1K | Sell |
150
-9,100
| -98% | -$60.7K | ﹤0.01% | 318 |
|
|
2018
Q3 | $65K | Hold |
9,250
| – | – | 0.02% | 189 |
|
|
2018
Q2 | $68K | Hold |
9,250
| – | – | 0.02% | 168 |
|
|
2018
Q1 | $67K | Buy |
9,250
+6,500
| +236% | +$47.1K | 0.02% | 152 |
|
|
2017
Q4 | $20K | Hold |
2,750
| – | – | 0.01% | 197 |
|
|
2017
Q3 | $23K | Buy |
+2,750
| New | +$23K | 0.01% | 179 |
|