Aries Wealth Management’s SPDR S&P Regional Banking ETF KRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,603
| Closed | -$264K | – | 143 |
|
|
2019
Q4 | $264K | Sell |
4,603
-145
| -3% | -$8.32K | 0.16% | 123 |
|
|
2019
Q3 | $248K | Sell |
4,748
-5,750
| -55% | -$300K | 0.16% | 122 |
|
|
2019
Q2 | $568K | Sell |
10,498
-1,036
| -9% | -$56.1K | 0.4% | 70 |
|
|
2019
Q1 | $592K | Buy |
11,534
+36
| +0.3% | +$1.85K | 0.44% | 62 |
|
|
2018
Q4 | $538K | Sell |
11,498
-1,725
| -13% | -$80.7K | 0.57% | 58 |
|
|
2018
Q3 | $786K | Hold |
13,223
| – | – | 0.71% | 44 |
|
|
2018
Q2 | $813K | Buy |
13,223
+1,500
| +13% | +$92.2K | 0.75% | 41 |
|
|
2018
Q1 | $709K | Buy |
11,723
+2,950
| +34% | +$178K | 0.69% | 48 |
|
|
2017
Q4 | $553K | Buy |
+8,773
| New | +$553K | 0.51% | 60 |
|