Mark Sheptoff Financial Planning’s Kroger KR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-200
| Closed | -$6K | – | 386 |
|
2020
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 302 |
|
2018
Q4 | – | Sell |
-700
| Closed | -$20K | – | 347 |
|
2018
Q3 | $20K | Buy |
+700
| New | +$20K | 0.01% | 240 |
|
2016
Q3 | – | Sell |
-1,582
| Closed | -$58K | – | 360 |
|
2016
Q2 | $58K | Hold |
1,582
| – | – | 0.04% | 151 |
|
2016
Q1 | $61K | Buy |
1,582
+200
| +14% | +$7.71K | 0.05% | 142 |
|
2015
Q4 | $58K | Buy |
1,382
+200
| +17% | +$8.39K | 0.05% | 159 |
|
2015
Q3 | $43K | Buy |
+1,182
| New | +$43K | 0.04% | 168 |
|