Aspiriant LLC’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
2023
Q1
Sell
-7,499
Closed -$440K 288
2022
Q4
$440K Hold
7,499
0.02% 186
2022
Q3
$442K Hold
7,499
0.02% 180
2022
Q2
$436K Buy
7,499
+3,849
+105% +$224K 0.02% 173
2022
Q1
$251K Buy
+3,650
New +$251K 0.01% 240