YorkBridge Wealth Partners’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$25K | – | 439 |
|
|
2019
Q2 | $25K | Hold |
1,000
| – | – | 0.01% | 443 |
|
|
2019
Q1 | $23K | Hold |
1,000
| – | – | 0.01% | 454 |
|
|
2018
Q4 | $20K | Hold |
1,000
| – | – | 0.01% | 462 |
|
|
2018
Q3 | $28K | Hold |
1,000
| – | – | 0.01% | 441 |
|
|
2018
Q2 | $25K | Hold |
1,000
| – | – | 0.01% | 474 |
|
|
2018
Q1 | $21K | Hold |
1,000
| – | – | 0.01% | 511 |
|
|
2017
Q4 | $22K | Hold |
1,000
| – | – | 0.01% | 484 |
|
|
2017
Q3 | $20K | Hold |
1,000
| – | – | 0.01% | 522 |
|
|
2017
Q2 | $19K | Sell |
1,000
-2,340
| -70% | -$44.5K | 0.01% | 521 |
|
|
2017
Q1 | $63K | Sell |
3,340
-1,000
| -23% | -$18.9K | 0.03% | 340 |
|
|
2016
Q4 | $69K | Buy |
+4,340
| New | +$69K | 0.04% | 307 |
|