Cassady Schiller Wealth Management’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.9K | Hold |
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|
2024
Q3 | $10.2K | Hold |
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|
2024
Q2 | $8.84K | Hold |
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|
2024
Q1 | $9.05K | Sell |
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|
2023
Q4 | $31.1K | Sell |
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|
2023
Q3 | $114K | Sell |
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|
2023
Q2 | $164K | Hold |
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|
2023
Q1 | $176K | Hold |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $552K | Buy |
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|
2021
Q4 | $547K | Buy |
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