Willingdon Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-2,000
| Closed | -$54K | – | 463 |
|
2019
Q3 | $54K | Hold |
2,000
| – | – | 0.01% | 167 |
|
2019
Q2 | $51K | Buy |
+2,000
| New | +$51K | 0.01% | 170 |
|
2019
Q1 | – | Hold |
0
| – | -$39K | – | 177 |
|
2018
Q4 | – | Hold |
0
| – | -$55K | – | 191 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 199 |
|
2018
Q2 | – | Hold |
0
| – | -$41K | – | 341 |
|
2018
Q1 | – | Hold |
0
| – | – | – | 168 |
|