BFWM
Bright Futures Wealth Management’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.67M | Sell |
52,573
-4,755
| -8% | -$241K | 2.93% | 6 |
|
|
2024
Q4 | $3.65M | Sell |
57,328
-18,560
| -24% | -$1.18M | 3.24% | 1 |
|
|
2024
Q3 | $4.54M | Sell |
75,888
-13,523
| -15% | -$809K | 2.19% | 4 |
|
|
2024
Q2 | $4.81M | Buy |
89,411
+4,399
| +5% | +$237K | 2.61% | 3 |
|
|
2024
Q1 | $4.05M | Buy |
+85,012
| New | +$4.05M | 2.19% | 4 |
|