Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,600
| Closed | -$2.18M | – | 654 |
|
|
2024
Q3 | $2.18M | Buy |
+38,600
| New | +$2.18M | 0.08% | 256 |
|
|
2023
Q4 | – | Sell |
-1,133
| Closed | -$47.3K | – | 1282 |
|
|
2023
Q3 | $47.3K | Hold |
1,133
| – | – | ﹤0.01% | 883 |
|
|
2023
Q2 | $46.2K | Buy |
1,133
+691
| +156% | +$28.2K | ﹤0.01% | 838 |
|
|
2023
Q1 | $19.4K | Hold |
442
| – | – | ﹤0.01% | 984 |
|
|
2022
Q4 | $25.9K | Buy |
+442
| New | +$25.9K | ﹤0.01% | 904 |
|