WealthPLAN Partners’s Kroger KR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-365
| Closed | -$17.2K | – | 753 |
|
|
2023
Q2 | $17.2K | Hold |
365
| – | – | ﹤0.01% | 708 |
|
|
2023
Q1 | $18K | Buy |
+365
| New | +$18K | ﹤0.01% | 751 |
|
|
2021
Q1 | – | Sell |
-8,550
| Closed | -$286K | – | 337 |
|
|
2020
Q4 | $286K | Buy |
8,550
+155
| +2% | +$5.19K | 0.02% | 273 |
|
|
2020
Q3 | $269K | Buy |
8,395
+79
| +0.9% | +$2.53K | 0.03% | 267 |
|
|
2020
Q2 | $288K | Sell |
8,316
-2
| -0% | -$69 | 0.03% | 249 |
|
|
2020
Q1 | $273K | Buy |
+8,318
| New | +$273K | 0.04% | 207 |
|
|
2016
Q3 | $1.83K | Sell |
63
-1,035
| -94% | -$30K | ﹤0.01% | 862 |
|
|
2016
Q2 | $2.36K | Buy |
+1,098
| New | +$2.36K | ﹤0.01% | 2214 |
|
|
2015
Q4 | $1.58K | Buy |
+1,756
| New | +$1.58K | ﹤0.01% | 1506 |
|
|
2015
Q2 | $30K | Buy |
+824
| New | +$30K | 0.01% | 226 |
|