Braver 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
2016
Q4
$1.47M Sell
26,461
-1,550
-6% -$86.1K 0.24% 86
2016
Q3
$1.18M Sell
28,011
-2,666
-9% -$113K 0.2% 84
2016
Q2
$1.18M Buy
30,677
+1,324
+5% +$50.8K 0.2% 72
2016
Q1
$1.11M Sell
29,353
-249
-0.8% -$9.37K 0.18% 80
2015
Q4
$1.24M Buy
29,602
+17,990
+155% +$754K 0.26% 62
2015
Q3
$478K Buy
11,612
+14
+0.1% +$576 0.12% 63
2015
Q2
$512K Buy
11,598
+12
+0.1% +$530 0.12% 69
2015
Q1
$473K Buy
11,586
+12
+0.1% +$490 0.1% 73
2014
Q4
$471K Buy
11,574
+15
+0.1% +$610 0.1% 68
2014
Q3
$438K Buy
11,559
+13
+0.1% +$493 0.13% 62
2014
Q2
$466K Buy
11,546
+13
+0.1% +$525 0.12% 71
2014
Q1
$477K Buy
+11,533
New +$477K 0.14% 60
2013
Q4
Sell
-88,221
Closed -$3.15M 81
2013
Q3
$3.15M Buy
+88,221
New +$3.15M 1.09% 18