Merriman Wealth Management’s Kroger KR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,628
| Closed | -$246K | – | 219 |
|
|
2022
Q3 | $246K | Buy |
+5,628
| New | +$246K | 0.02% | 146 |
|
|
2021
Q3 | – | Sell |
-8,088
| Closed | -$310K | – | 213 |
|
|
2021
Q2 | $310K | Hold |
8,088
| – | – | 0.03% | 179 |
|
|
2021
Q1 | $291K | Hold |
8,088
| – | – | 0.03% | 157 |
|
|
2020
Q4 | $257K | Hold |
8,088
| – | – | 0.03% | 181 |
|
|
2020
Q3 | $274K | Hold |
8,088
| – | – | 0.04% | 138 |
|
|
2020
Q2 | $274K | Hold |
8,088
| – | – | 0.04% | 140 |
|
|
2020
Q1 | $244K | Hold |
8,088
| – | – | 0.05% | 132 |
|
|
2019
Q4 | $234K | Sell |
8,088
-2,900
| -26% | -$83.9K | 0.05% | 162 |
|
|
2019
Q3 | $283K | Sell |
10,988
-635
| -5% | -$16.4K | 0.06% | 147 |
|
|
2019
Q2 | $2.51K | Hold |
11,623
| – | – | 0.05% | 162 |
|
|
2019
Q1 | $286K | Buy |
11,623
+3,435
| +42% | +$84.5K | 0.05% | 169 |
|
|
2018
Q4 | $226K | Hold |
8,188
| – | – | 0.05% | 146 |
|
|
2018
Q3 | $238K | Buy |
+8,188
| New | +$238K | 0.05% | 156 |
|
|
2018
Q1 | – | Sell |
-7,341
| Closed | -$202K | – | 201 |
|
|
2017
Q4 | $202K | Buy |
+7,341
| New | +$202K | 0.05% | 157 |
|