Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1K | – | 172 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 200 |
|
|
2022
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 497 |
|
|
2021
Q1 | – | Sell |
-120
| Closed | -$6K | – | 537 |
|
|
2020
Q4 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 419 |
|
|
2019
Q1 | – | Sell |
-1,224
| Closed | -$58K | – | 426 |
|
|
2018
Q4 | $58K | Buy |
1,224
+9
| +0.7% | +$426 | 0.05% | 124 |
|
|
2018
Q3 | $72K | Buy |
1,215
+5
| +0.4% | +$296 | 0.05% | 120 |
|
|
2018
Q2 | $74K | Sell |
1,210
-100
| -8% | -$6.12K | 0.05% | 113 |
|
|
2018
Q1 | $79K | Buy |
+1,310
| New | +$79K | 0.06% | 112 |
|