BigSur 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,380
| Closed | -$668K | – | 131 |
|
|
2022
Q4 | $668K | Hold |
11,380
| – | – | 0.32% | 71 |
|
|
2022
Q3 | $670K | Hold |
11,380
| – | – | 0.34% | 68 |
|
|
2022
Q2 | $661K | Hold |
11,380
| – | – | 0.31% | 74 |
|
|
2022
Q1 | $784K | Buy |
+11,380
| New | +$784K | 0.31% | 73 |
|
|
2020
Q3 | – | Sell |
-1,100
| Closed | -$42K | – | 109 |
|
|
2020
Q2 | $42K | Sell |
1,100
-500
| -31% | -$19.1K | 0.03% | 101 |
|
|
2020
Q1 | $52K | Sell |
1,600
-3,000
| -65% | -$97.5K | 0.04% | 102 |
|
|
2019
Q4 | $268K | Hold |
4,600
| – | – | 0.15% | 93 |
|
|
2019
Q3 | $243K | Buy |
+4,600
| New | +$243K | 0.16% | 89 |
|