BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.8K | Hold |
240
| – | – | ﹤0.01% | 699 |
|
|
2023
Q1 | $10.5K | Hold |
240
| – | – | ﹤0.01% | 693 |
|
|
2022
Q4 | $14.1K | Sell |
240
-400
| -63% | -$23.5K | ﹤0.01% | 631 |
|
|
2022
Q3 | $38K | Buy |
640
+400
| +167% | +$23.8K | 0.01% | 450 |
|
|
2022
Q2 | $14K | Hold |
240
| – | – | ﹤0.01% | 625 |
|
|
2022
Q1 | $17K | Hold |
240
| – | – | ﹤0.01% | 623 |
|
|
2021
Q4 | $17K | Hold |
240
| – | – | ﹤0.01% | 652 |
|
|
2021
Q3 | $16K | Sell |
240
-880
| -79% | -$58.7K | ﹤0.01% | 654 |
|
|
2021
Q2 | $73K | Hold |
1,120
| – | – | 0.01% | 409 |
|
|
2021
Q1 | $74K | Buy |
+1,120
| New | +$74K | 0.01% | 394 |
|
|
2020
Q1 | – | Sell |
-768
| Closed | -$45K | – | 783 |
|
|
2019
Q4 | $45K | Hold |
768
| – | – | 0.01% | 308 |
|
|
2019
Q3 | $41K | Sell |
768
-422
| -35% | -$22.5K | 0.01% | 334 |
|
|
2019
Q2 | $64K | Sell |
1,190
-1,940
| -62% | -$104K | 0.02% | 278 |
|
|
2019
Q1 | $161K | Buy |
+3,130
| New | +$161K | 0.05% | 185 |
|