PWAG
Polaris Wealth Advisory Group’s Kroger KR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-293,100
| Closed | -$14.5M | – | 175 |
|
|
2023
Q1 | $14.5M | Buy |
293,100
+23,194
| +9% | +$1.15M | 1.07% | 32 |
|
|
2022
Q4 | $12.3M | Buy |
+269,906
| New | +$12.3M | 0.92% | 41 |
|
|
2020
Q2 | – | Sell |
-832,372
| Closed | -$25.1M | – | 155 |
|
|
2020
Q1 | $25.1M | Buy |
+832,372
| New | +$25.1M | 2.72% | 12 |
|
|
2018
Q4 | – | Sell |
-903
| Closed | -$26K | – | 311 |
|
|
2018
Q3 | $26K | Buy |
+903
| New | +$26K | ﹤0.01% | 302 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$2K | – | 344 |
|
|
2018
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 435 |
|