Avondale Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$468K	Sell	6,250 -2,300	-27%	-$161K	0.19%	44
2026 Q1	$557K	Hold	8,550	–	–	0.27%	44
2025 Q4	$554K	Sell	8,550 -1,000	-10%	-$62.8K	0.29%	38
2025 Q3	$605K	Hold	9,550	–	–	0.32%	32
2025 Q2	$567K	Sell	9,550 -4,250	-31%	-$237K	0.32%	33
2025 Q1	$785K	Hold	13,800	–	–	0.49%	29
2024 Q4	$833K	Sell	13,800 -4,850	-26%	-$301K	0.53%	26
2024 Q3	$1.06M	Sell	18,650 -11,200	-38%	-$615K	0.69%	21
2024 Q2	$1.47M	Sell	29,850 -1,200	-4%	-$57.9K	1%	17
2024 Q1	$1.56M	Buy	31,050 +2,800	+10%	+$138K	1.09%	16
2023 Q4	$1.48M	Sell	28,250 -15,534	-35%	-$695K	1.19%	13
2023 Q3	$1.83M	Buy	43,784 +11,989	+38%	+$535K	1.6%	14
2023 Q2	$1.3M	Buy	31,795 +13,050	+70%	+$535K	1.09%	15
2023 Q1	$822K	Buy	+18,745	New	+$1.06M	0.71%	18
2018 Q1	–	Sell	-170	Closed	-$10K	–	116
2017 Q4	$10K	Buy	+170	New	+$9.77K	0.01%	95