AssetMark Inc’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
2025
Q2
$4.16K Sell
70
-10
-13% -$594 ﹤0.01% 2184
2025
Q1
$4.55K Sell
80
-120
-60% -$6.82K ﹤0.01% 2016
2024
Q4
$12.1K Buy
200
+162
+426% +$9.78K ﹤0.01% 1753
2024
Q3
$2.15K Buy
+38
New +$2.15K ﹤0.01% 1875
2017
Q1
Sell
-41
Closed -$2K 1365
2016
Q4
$2K Buy
+41
New +$2K ﹤0.01% 1144
2015
Q3
Sell
-251
Closed -$11K 797
2015
Q2
$11K Buy
+251
New +$11K ﹤0.01% 518