EverSource Wealth Advisors’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 | $36.4K | Buy |
4,151
+3,658
| +742% | +$32.1K | ﹤0.01% | 1830 |
|
|
2025
Q1 | $5.32K | Sell |
493
-22
| -4% | -$238 | ﹤0.01% | 2459 |
|
|
2024
Q4 | $5.2K | Buy |
515
+69
| +15% | +$697 | ﹤0.01% | 2327 |
|
|
2024
Q3 | $5.51K | Hold |
446
| – | – | ﹤0.01% | 2191 |
|
|
2024
Q2 | $5.12K | Buy |
+446
| New | +$5.12K | ﹤0.01% | 2218 |
|
|
2024
Q1 | – | Sell |
-771
| Closed | -$10.2K | – | 2957 |
|
|
2023
Q4 | $10.2K | Sell |
771
-279
| -27% | -$3.69K | ﹤0.01% | 1548 |
|
|
2023
Q3 | $12.5K | Hold |
1,050
| – | – | ﹤0.01% | 1334 |
|
|
2023
Q2 | $12.8K | Buy |
1,050
+730
| +228% | +$8.88K | ﹤0.01% | 1339 |
|
|
2023
Q1 | $3.65K | Buy |
+320
| New | +$3.65K | ﹤0.01% | 1746 |
|
|
2022
Q4 | – | Sell |
-139
| Closed | -$2K | – | 2371 |
|
|
2022
Q3 | $2K | Buy |
139
+61
| +78% | +$878 | ﹤0.01% | 1684 |
|
|
2022
Q2 | $1K | Hold |
78
| – | – | ﹤0.01% | 1642 |
|
|
2022
Q1 | $2K | Hold |
78
| – | – | ﹤0.01% | 1536 |
|
|
2021
Q4 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 1566 |
|