BOPW
Brandywine Oak Private Wealth’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,600
| Closed | -$211K | – | 272 |
|
|
2022
Q3 | $211K | Sell |
3,600
-595
| -14% | -$34.9K | 0.03% | 278 |
|
|
2022
Q2 | $243K | Sell |
4,195
-74,147
| -95% | -$4.3M | 0.03% | 277 |
|
|
2022
Q1 | $5.4M | Buy |
78,342
+5,655
| +8% | +$390K | 0.62% | 31 |
|
|
2021
Q4 | $5.45M | Buy |
+72,687
| New | +$5.45M | 0.59% | 33 |
|
|
2019
Q1 | – | Sell |
-128
| Closed | -$5K | – | 437 |
|
|
2018
Q4 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 563 |
|