Avantax Planning Partners’s Kroger KR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-7,882
| Closed | -$217K | – | 303 |
|
2018
Q4 | $217K | Sell |
7,882
-254
| -3% | -$6.99K | 0.02% | 249 |
|
2018
Q3 | $237K | Buy |
8,136
+44
| +0.5% | +$1.28K | 0.02% | 222 |
|
2018
Q2 | $230K | Sell |
8,092
-695
| -8% | -$19.8K | 0.02% | 217 |
|
2018
Q1 | $210K | Buy |
8,787
+91
| +1% | +$2.18K | 0.02% | 286 |
|
2017
Q4 | $239K | Buy |
+8,696
| New | +$239K | 0.02% | 268 |
|
2017
Q3 | – | Sell |
-8,893
| Closed | -$207K | – | 367 |
|
2017
Q2 | $207K | Buy |
8,893
+397
| +5% | +$9.24K | 0.02% | 323 |
|
2017
Q1 | $251K | Buy |
8,496
+391
| +5% | +$11.6K | 0.02% | 265 |
|
2016
Q4 | $280K | Buy |
+8,105
| New | +$280K | 0.03% | 234 |
|