Avaii 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
2022
Q4
Sell
-4,369
Closed -$257K 129
2022
Q3
$257K Sell
4,369
-2,694
-38% -$158K 0.27% 90
2022
Q2
$410K Buy
7,063
+319
+5% +$18.5K 0.44% 42
2022
Q1
$465K Sell
6,744
-972
-13% -$67K 0.43% 41
2021
Q4
$547K Buy
+7,716
New +$547K 0.55% 36