Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-76
| Closed | -$3.99K | – | 715 |
|
|
2023
Q4 | $3.99K | Hold |
76
| – | – | ﹤0.01% | 632 |
|
|
2023
Q3 | $3.18K | Hold |
76
| – | – | ﹤0.01% | 660 |
|
|
2023
Q2 | $3.1K | Sell |
76
-25
| -25% | -$1.02K | ﹤0.01% | 677 |
|
|
2023
Q1 | $4.43K | Hold |
101
| – | – | ﹤0.01% | 685 |
|
|
2022
Q4 | $5.93K | Hold |
101
| – | – | ﹤0.01% | 648 |
|
|
2022
Q3 | $6K | Hold |
101
| – | – | ﹤0.01% | 550 |
|
|
2022
Q2 | $6K | Hold |
101
| – | – | ﹤0.01% | 579 |
|
|
2022
Q1 | $7K | Hold |
101
| – | – | ﹤0.01% | 565 |
|
|
2021
Q4 | $7K | Hold |
101
| – | – | ﹤0.01% | 530 |
|
|
2021
Q3 | $7K | Hold |
101
| – | – | ﹤0.01% | 544 |
|
|
2021
Q2 | $7K | Hold |
101
| – | – | ﹤0.01% | 559 |
|
|
2021
Q1 | $7K | Hold |
101
| – | – | ﹤0.01% | 540 |
|
|
2020
Q4 | $5K | Hold |
101
| – | – | ﹤0.01% | 498 |
|
|
2020
Q3 | $4K | Sell |
101
-100
| -50% | -$3.96K | ﹤0.01% | 485 |
|
|
2020
Q2 | $8K | Hold |
201
| – | – | ﹤0.01% | 442 |
|
|
2020
Q1 | $7K | Hold |
201
| – | – | ﹤0.01% | 449 |
|
|
2019
Q4 | $12K | Hold |
201
| – | – | ﹤0.01% | 445 |
|
|
2019
Q3 | $11K | Hold |
201
| – | – | ﹤0.01% | 447 |
|
|
2019
Q2 | $11K | Hold |
201
| – | – | ﹤0.01% | 445 |
|
|
2019
Q1 | $10K | Hold |
201
| – | – | ﹤0.01% | 454 |
|
|
2018
Q4 | $9K | Hold |
201
| – | – | ﹤0.01% | 445 |
|
|
2018
Q3 | $12K | Hold |
201
| – | – | ﹤0.01% | 450 |
|
|
2018
Q2 | $12K | Hold |
201
| – | – | ﹤0.01% | 445 |
|
|
2018
Q1 | $12K | Buy |
201
+101
| +101% | +$6.03K | ﹤0.01% | 422 |
|
|
2017
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 434 |
|