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