Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-784
| Closed | -$38.5K | – | 647 |
|
|
2024
Q2 | $38.5K | Sell |
784
-1,136
| -59% | -$55.8K | ﹤0.01% | 243 |
|
|
2024
Q1 | $96.5K | Buy |
1,920
+214
| +13% | +$10.8K | 0.01% | 160 |
|
|
2023
Q4 | $89.5K | Buy |
1,706
+564
| +49% | +$29.6K | 0.01% | 151 |
|
|
2023
Q3 | $47.7K | Hold |
1,142
| – | – | 0.01% | 176 |
|
|
2023
Q2 | $46.6K | Hold |
1,142
| – | – | 0.01% | 173 |
|
|
2023
Q1 | $50.1K | Buy |
+1,142
| New | +$50.1K | 0.01% | 168 |
|