Carson Wealth (CWM LLC)’s SPDR S&P Regional Banking ETF KRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Buy |
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|
2025
Q2 | $133K | Buy |
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|
2025
Q1 | $116K | Buy |
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|
2024
Q4 | $108K | Buy |
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|
2024
Q3 | $93K | Sell |
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|
2024
Q2 | $148K | Sell |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | $152K | Sell |
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|
2023
Q2 | $150K | Buy |
|
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|
2023
Q1 | $90K | Buy |
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|
2022
Q4 | $64K | Buy |
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|
2022
Q3 | $65K | Buy |
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|
2022
Q2 | $63K | Hold |
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|
2022
Q1 | $75K | Sell |
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|
2021
Q4 | $206K | Buy |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $42K | Hold |
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|
2020
Q3 | $42K | Hold |
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|
2020
Q2 | $42K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $42K | Hold |
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|
2019
Q3 | $42K | Hold |
|
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|
2019
Q2 | $42K | Hold |
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|
2019
Q1 | $42K | Sell |
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|
2018
Q4 | $30K | Sell |
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|
2018
Q3 | $46K | Buy |
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|
2018
Q2 | $3K | Buy |
|