Arete Wealth Advisors’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
Q3 | – | Sell |
-75,500
| Closed | -$683K | – | 770 |
|
2024
Q2 | $683K | Buy |
75,500
+5,632
| +8% | +$50.9K | 0.06% | 322 |
|
2024
Q1 | $703K | Buy |
69,868
+9,234
| +15% | +$92.9K | 0.07% | 258 |
|
2023
Q4 | $802K | Buy |
60,634
+6,112
| +11% | +$80.9K | 0.06% | 298 |
|
2023
Q3 | $647K | Buy |
54,522
+10
| +0% | +$119 | 0.11% | 195 |
|
2023
Q2 | $663K | Buy |
54,512
+9,212
| +20% | +$112K | 0.06% | 301 |
|
2023
Q1 | $516K | Buy |
+45,300
| New | +$516K | 0.04% | 339 |
|