WR Wealth Planners’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $123K | Buy |
829
+24
| +3% | +$3.55K | 0.04% | 206 |
|
|
2024
Q3 | $105K | Buy |
805
+40
| +5% | +$5.22K | 0.03% | 259 |
|
|
2024
Q2 | $80.5K | Buy |
765
+251
| +49% | +$26.4K | 0.02% | 272 |
|
|
2024
Q1 | $51.7K | Buy |
+514
| New | +$51.7K | 0.02% | 327 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$30.8K | – | 549 |
|
|
2023
Q3 | $30.8K | Hold |
500
| – | – | 0.01% | 375 |
|
|
2023
Q2 | $28K | Hold |
500
| – | – | 0.01% | 390 |
|
|
2023
Q1 | $26.3K | Buy |
+500
| New | +$26.3K | 0.01% | 389 |
|