Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FS KKR Capital Corp | 10,148.87 | reported | 05 Dec 2025 | tx 14+10,156.85 |
| FS Investment Corp III | 0 | reported | 18 Dec 2019 | tx 1−12,105 |
| FS Investment Corp II | 0 | reported | 16 Jun 2021 | tx 2+11,868−3,327.91 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Dec 2025 | PURCHASE | FS KKR Capital Corp | 450 | 15.50 USD | |
| 03 Sept 2025 | PURCHASE | FS KKR Capital Corp | 330 | 18.13 USD | anomaly |
| 29 May 2025 | PURCHASE | FS KKR Capital Corp | 700 | 21.24 USD | |
| 06 Dec 2024 | PURCHASE | FS KKR Capital Corp | 500 | 21.47 USD | |
| 10 Jun 2024 | PURCHASE | FS KKR Capital Corp | 470 | 20.70 USD | |
| 08 Dec 2023 | PURCHASE | FS KKR Capital Corp | 500 | 20.10 USD | |
| 25 Aug 2023 | PURCHASE | FS KKR Capital Corp | 750 | 19.99 USD | |
| 15 Mar 2023 | PURCHASE | FS KKR Capital Corp | 556 | 17.45 USD | |
| 09 Sept 2022 | PURCHASE | FS KKR Capital Corp | 450 | 21.38 USD | |
| 09 Jun 2022 | PURCHASE | FS KKR Capital Corp | 550 | 21.20 USD | |
| 16 Mar 2022 | PURCHASE | FS KKR Capital Corp | 450 | 21.82 USD | |
| 09 Dec 2021 | PURCHASE | FS KKR Capital Corp | 450 | 21.61 USD | |
| 01 Sept 2021 | PURCHASE | FS KKR Capital Corp | 840 | 23.15 USD | anomaly |
| 16 Jun 2021 | OTHER | FS Investment Corp II | 3,327.91 | — | |
| 16 Jun 2021 | GRANT_AWARD | FS KKR Capital Corp | 3,160.85 | — | |
| 18 Dec 2019 | GRANT_AWARD | FS Investment Corp II | 11,868 | — | |
| 18 Dec 2019 | OTHER | FS Investment Corp III | 12,105 | — |