Avondale 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
Q2 | $567K | Sell |
9,550
-4,250
| -31% | -$252K | 0.32% | 33 |
|
|
2025
Q1 | $785K | Hold |
13,800
| – | – | 0.49% | 29 |
|
|
2024
Q4 | $833K | Sell |
13,800
-4,850
| -26% | -$293K | 0.53% | 26 |
|
|
2024
Q3 | $1.06M | Sell |
18,650
-11,200
| -38% | -$634K | 0.69% | 21 |
|
|
2024
Q2 | $1.47M | Sell |
29,850
-1,200
| -4% | -$58.9K | 1% | 17 |
|
|
2024
Q1 | $1.56M | Buy |
31,050
+2,800
| +10% | +$141K | 1.09% | 16 |
|
|
2023
Q4 | $1.48M | Sell |
28,250
-15,534
| -35% | -$814K | 1.19% | 13 |
|
|
2023
Q3 | $1.83M | Buy |
43,784
+11,989
| +38% | +$501K | 1.6% | 14 |
|
|
2023
Q2 | $1.3M | Buy |
31,795
+13,050
| +70% | +$533K | 1.09% | 15 |
|
|
2023
Q1 | $822K | Buy |
+18,745
| New | +$822K | 0.71% | 18 |
|
|
2018
Q1 | – | Sell |
-170
| Closed | -$10K | – | 116 |
|
|
2017
Q4 | $10K | Buy |
+170
| New | +$10K | 0.01% | 95 |
|