Cascade Financial Partners’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 | $336K | Sell |
5,662
-400
| -7% | -$23.8K | 0.04% | 194 |
|
|
2025
Q1 | $345K | Buy |
6,062
+184
| +3% | +$10.5K | 0.04% | 188 |
|
|
2024
Q4 | $355K | Buy |
5,878
+400
| +7% | +$24.1K | 0.05% | 174 |
|
|
2024
Q3 | $321K | Sell |
5,478
-150
| -3% | -$8.79K | 0.04% | 179 |
|
|
2024
Q2 | $276K | Sell |
5,628
-2,100
| -27% | -$103K | 0.04% | 186 |
|
|
2024
Q1 | $360K | Buy |
+7,728
| New | +$360K | 0.05% | 161 |
|