Gitterman Wealth Management’s Kroger KR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,724
| Closed | -$328K | – | 147 |
|
|
2024
Q3 | $328K | Buy |
+5,724
| New | +$328K | 0.14% | 51 |
|
|
2023
Q2 | – | Sell |
-5,546
| Closed | -$274K | – | 100 |
|
|
2023
Q1 | $274K | Buy |
+5,546
| New | +$274K | 0.13% | 41 |
|
|
2022
Q2 | – | Sell |
-5,570
| Closed | -$320K | – | 89 |
|
|
2022
Q1 | $320K | Buy |
5,570
+1,079
| +24% | +$62K | 0.26% | 46 |
|
|
2021
Q4 | $203K | Buy |
+4,491
| New | +$203K | 0.15% | 86 |
|