Cherry Tree Wealth Management’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 | $15.4K | Hold |
260
| – | – | ﹤0.01% | 364 |
|
|
2025
Q1 | $14.8K | Sell |
260
-100
| -28% | -$5.69K | ﹤0.01% | 380 |
|
|
2024
Q4 | $21.7K | Hold |
360
| – | – | 0.01% | 329 |
|
|
2024
Q3 | $20.4K | Hold |
360
| – | – | ﹤0.01% | 343 |
|
|
2024
Q2 | $17.7K | Hold |
360
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $18.1K | Hold |
360
| – | – | ﹤0.01% | 327 |
|
|
2023
Q4 | $18.9K | Hold |
360
| – | – | 0.01% | 308 |
|
|
2023
Q3 | $15K | Hold |
360
| – | – | ﹤0.01% | 307 |
|
|
2023
Q2 | $14.7K | Buy |
+360
| New | +$14.7K | ﹤0.01% | 306 |
|