Carson Wealth (CWM LLC)’s KKR Real Estate Finance Trust KREF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Buy |
11,446
+10,526
| +1,144% | +$92K | ﹤0.01% | 2720 |
|
|
2025
Q1 | $10K | Sell |
920
-1
| -0.1% | -$11 | ﹤0.01% | 4103 |
|
|
2024
Q4 | $9K | Buy |
921
+161
| +21% | +$1.57K | ﹤0.01% | 3932 |
|
|
2024
Q3 | $9K | Sell |
760
-252
| -25% | -$2.98K | ﹤0.01% | 3834 |
|
|
2024
Q2 | $9K | Buy |
1,012
+287
| +40% | +$2.55K | ﹤0.01% | 3607 |
|
|
2024
Q1 | $7K | Sell |
725
-968
| -57% | -$9.35K | ﹤0.01% | 3511 |
|
|
2023
Q4 | $22K | Sell |
1,693
-274
| -14% | -$3.56K | ﹤0.01% | 2717 |
|
|
2023
Q3 | $23K | Buy |
1,967
+101
| +5% | +$1.18K | ﹤0.01% | 2600 |
|
|
2023
Q2 | $23K | Buy |
1,866
+281
| +18% | +$3.46K | ﹤0.01% | 2539 |
|
|
2023
Q1 | $18K | Buy |
1,585
+1,485
| +1,485% | +$16.9K | ﹤0.01% | 2575 |
|
|
2022
Q4 | $1K | Sell |
100
-165
| -62% | -$1.65K | ﹤0.01% | 3763 |
|
|
2022
Q3 | $4K | Buy |
+265
| New | +$4K | ﹤0.01% | 3180 |
|
|
2022
Q2 | – | Sell |
-253
| Closed | -$5K | – | 3928 |
|
|
2022
Q1 | $5K | Hold |
253
| – | – | ﹤0.01% | 2836 |
|
|
2021
Q4 | $5K | Buy |
+253
| New | +$5K | ﹤0.01% | 2726 |
|