Concert Wealth Management’s Kroger KR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,321
| Closed | -$220K | – | 305 |
|
|
2017
Q1 | $220K | Hold |
6,321
| – | – | 0.05% | 430 |
|
|
2016
Q4 | $220K | Sell |
6,321
-1,609
| -20% | -$56K | 0.05% | 433 |
|
|
2016
Q3 | $235K | Sell |
7,930
-606
| -7% | -$18K | 0.03% | 580 |
|
|
2016
Q2 | $313K | Sell |
8,536
-761
| -8% | -$27.9K | 0.04% | 447 |
|
|
2016
Q1 | $357K | Sell |
9,297
-142
| -2% | -$5.45K | 0.05% | 421 |
|
|
2015
Q4 | $395K | Buy |
9,439
+1,339
| +17% | +$56K | 0.05% | 406 |
|
|
2015
Q3 | $292K | Sell |
8,100
-50
| -0.6% | -$1.8K | 0.04% | 493 |
|
|
2015
Q2 | $297K | Sell |
8,150
-602
| -7% | -$21.9K | 0.04% | 498 |
|
|
2015
Q1 | $230K | Buy |
+8,752
| New | +$230K | 0.07% | 362 |
|