Berkeley Capital 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
2025 Q2	$300K	Buy	5,057 +330	+7%	+$19.6K	0.08%	143
2025 Q1	$269K	Buy	4,727 +997	+27%	+$56.7K	0.07%	145
2024 Q4	$225K	Buy	+3,730	New	+$225K	0.06%	158