SWA
Strata Wealth Advisors’s Kroger KR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,175
| Closed | -$296K | – | 81 |
|
2024
Q1 | $296K | Buy |
5,175
+37
| +0.7% | +$2.11K | 0.1% | 62 |
|
2023
Q4 | $235K | Buy |
5,138
+63
| +1% | +$2.88K | 0.09% | 63 |
|
2023
Q3 | $227K | Buy |
+5,075
| New | +$227K | 0.11% | 50 |
|
2023
Q1 | $247K | Hold |
5,000
| – | – | 0.13% | 48 |
|
2022
Q4 | $223K | Buy |
+5,000
| New | +$223K | 0.12% | 47 |
|