AE Wealth Management’s KKR Real Estate Finance Trust KREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,345
| Closed | -$276K | – | 1615 |
|
|
2023
Q4 | $276K | Buy |
+21,345
| New | +$276K | ﹤0.01% | 1749 |
|
|
2022
Q3 | – | Sell |
-37,919
| Closed | -$662K | – | 1811 |
|
|
2022
Q2 | $662K | Buy |
37,919
+2,617
| +7% | +$45.7K | 0.01% | 1058 |
|
|
2022
Q1 | $728K | Buy |
35,302
+3,123
| +10% | +$64.4K | 0.01% | 1051 |
|
|
2021
Q4 | $670K | Buy |
32,179
+1,995
| +7% | +$41.5K | ﹤0.01% | 1136 |
|
|
2021
Q3 | $637K | Buy |
30,184
+1,741
| +6% | +$36.7K | 0.01% | 1055 |
|
|
2021
Q2 | $615K | Buy |
28,443
+4,941
| +21% | +$107K | 0.01% | 1059 |
|
|
2021
Q1 | $432K | Buy |
23,502
+10,751
| +84% | +$198K | ﹤0.01% | 1085 |
|
|
2020
Q4 | $228K | Buy |
12,751
+2,467
| +24% | +$44.1K | ﹤0.01% | 1235 |
|
|
2020
Q3 | $170K | Sell |
10,284
-13,216
| -56% | -$218K | ﹤0.01% | 1185 |
|
|
2020
Q2 | $390K | Buy |
23,500
+12,189
| +108% | +$202K | 0.01% | 947 |
|
|
2020
Q1 | $170K | Buy |
+11,311
| New | +$170K | ﹤0.01% | 1013 |
|