Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,610
| Closed | -$158K | – | 1612 |
|
|
2024
Q4 | $158K | Hold |
2,610
| – | – | 0.01% | 773 |
|
|
2024
Q3 | $148K | Sell |
2,610
-19
| -0.7% | -$1.08K | 0.01% | 774 |
|
|
2024
Q2 | $129K | Buy |
2,629
+269
| +11% | +$13.2K | 0.01% | 789 |
|
|
2024
Q1 | $119K | Hold |
2,360
| – | – | 0.01% | 893 |
|
|
2023
Q4 | $124K | Hold |
2,360
| – | – | 0.01% | 583 |
|
|
2023
Q3 | $98.6K | Hold |
2,360
| – | – | 0.01% | 627 |
|
|
2023
Q2 | $96.4K | Sell |
2,360
-314
| -12% | -$12.8K | 0.01% | 636 |
|
|
2023
Q1 | $117K | Buy |
2,674
+314
| +13% | +$13.8K | 0.01% | 609 |
|
|
2022
Q4 | $139K | Buy |
2,360
+2,260
| +2,260% | +$133K | 0.01% | 504 |
|
|
2022
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 936 |
|
|
2022
Q2 | – | Sell |
-700
| Closed | -$48K | – | 1161 |
|
|
2022
Q1 | $48K | Buy |
+700
| New | +$48K | ﹤0.01% | 600 |
|