Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
2,245
+201
| +10% | +$11.9K | ﹤0.01% | 2479 |
|
|
2025
Q1 | $116K | Buy |
2,044
+250
| +14% | +$14.2K | ﹤0.01% | 2302 |
|
|
2024
Q4 | $108K | Buy |
1,794
+158
| +10% | +$9.51K | ﹤0.01% | 2234 |
|
|
2024
Q3 | $93K | Sell |
1,636
-1,381
| -46% | -$78.5K | ﹤0.01% | 2243 |
|
|
2024
Q2 | $148K | Sell |
3,017
-1,024
| -25% | -$50.2K | ﹤0.01% | 1743 |
|
|
2024
Q1 | $203K | Sell |
4,041
-309
| -7% | -$15.5K | ﹤0.01% | 1516 |
|
|
2023
Q4 | $228K | Buy |
4,350
+712
| +20% | +$37.3K | ﹤0.01% | 1359 |
|
|
2023
Q3 | $152K | Sell |
3,638
-42
| -1% | -$1.76K | ﹤0.01% | 1419 |
|
|
2023
Q2 | $150K | Buy |
3,680
+1,636
| +80% | +$66.7K | ﹤0.01% | 1371 |
|
|
2023
Q1 | $90K | Buy |
2,044
+946
| +86% | +$41.7K | ﹤0.01% | 1545 |
|
|
2022
Q4 | $64K | Buy |
1,098
+2
| +0.2% | +$117 | ﹤0.01% | 1598 |
|
|
2022
Q3 | $65K | Buy |
1,096
+7
| +0.6% | +$415 | ﹤0.01% | 1540 |
|
|
2022
Q2 | $63K | Hold |
1,089
| – | – | ﹤0.01% | 1517 |
|
|
2022
Q1 | $75K | Sell |
1,089
-1,825
| -63% | -$126K | ﹤0.01% | 1438 |
|
|
2021
Q4 | $206K | Buy |
+2,914
| New | +$206K | ﹤0.01% | 1007 |
|
|
2021
Q2 | $42K | Hold |
636
| – | – | ﹤0.01% | 1468 |
|
|
2021
Q1 | $42K | Hold |
636
| – | – | ﹤0.01% | 1468 |
|
|
2020
Q4 | $42K | Hold |
636
| – | – | ﹤0.01% | 1468 |
|
|
2020
Q3 | $42K | Hold |
636
| – | – | ﹤0.01% | 1468 |
|
|
2020
Q2 | $42K | Hold |
636
| – | – | ﹤0.01% | 1468 |
|
|
2020
Q1 | $42K | Hold |
636
| – | – | ﹤0.01% | 1468 |
|
|
2019
Q4 | $42K | Hold |
636
| – | – | ﹤0.01% | 1468 |
|
|
2019
Q3 | $42K | Hold |
636
| – | – | ﹤0.01% | 1468 |
|
|
2019
Q2 | $42K | Hold |
636
| – | – | ﹤0.01% | 1468 |
|
|
2019
Q1 | $42K | Sell |
636
-3
| -0.5% | -$198 | ﹤0.01% | 1468 |
|
|
2018
Q4 | $30K | Sell |
639
-142
| -18% | -$6.67K | ﹤0.01% | 1014 |
|
|
2018
Q3 | $46K | Buy |
781
+739
| +1,760% | +$43.5K | ﹤0.01% | 763 |
|
|
2018
Q2 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 1295 |
|