YorkBridge Wealth Partners’s Kroger KR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-325
| Closed | -$7K | – | 441 |
|
2019
Q2 | $7K | Hold |
325
| – | – | ﹤0.01% | 627 |
|
2019
Q1 | $8K | Hold |
325
| – | – | ﹤0.01% | 615 |
|
2018
Q4 | $9K | Buy |
+325
| New | +$9K | ﹤0.01% | 586 |
|
2018
Q3 | – | Sell |
-4,297
| Closed | -$122K | – | 803 |
|
2018
Q2 | $122K | Hold |
4,297
| – | – | 0.05% | 259 |
|
2018
Q1 | $101K | Hold |
4,297
| – | – | 0.05% | 291 |
|
2017
Q4 | $122K | Sell |
4,297
-80
| -2% | -$2.27K | 0.06% | 249 |
|
2017
Q3 | $88K | Buy |
4,377
+265
| +6% | +$5.33K | 0.05% | 308 |
|
2017
Q2 | $97K | Sell |
4,112
-211
| -5% | -$4.98K | 0.05% | 277 |
|
2017
Q1 | $125K | Buy |
4,323
+171
| +4% | +$4.94K | 0.07% | 221 |
|
2016
Q4 | $141K | Buy |
+4,152
| New | +$141K | 0.08% | 192 |
|