Avitas 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
Q3 | – | Sell |
-3,943
| Closed | -$229K | – | 203 |
|
|
2022
Q2 | $229K | Sell |
3,943
-3,490
| -47% | -$203K | 0.05% | 179 |
|
|
2022
Q1 | $512K | Buy |
7,433
+25
| +0.3% | +$1.72K | 0.09% | 159 |
|
|
2021
Q4 | $525K | Sell |
7,408
-97
| -1% | -$6.87K | 0.09% | 157 |
|
|
2021
Q3 | $508K | Sell |
7,505
-57
| -0.8% | -$3.86K | 0.09% | 163 |
|
|
2021
Q2 | $496K | Buy |
7,562
+1,393
| +23% | +$91.4K | 0.09% | 175 |
|
|
2021
Q1 | $409K | Buy |
+6,169
| New | +$409K | 0.08% | 189 |
|
|
2018
Q4 | – | Sell |
-39,780
| Closed | -$2.36M | – | 167 |
|
|
2018
Q3 | $2.36M | Buy |
39,780
+3,091
| +8% | +$184K | 0.67% | 70 |
|
|
2018
Q2 | $2.24M | Buy |
+36,689
| New | +$2.24M | 0.7% | 71 |
|