Chicago 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 | – | Sell |
-180,960
| Closed | -$10.3M | – | 50 |
|
2025
Q1 | $10.3M | Buy |
180,960
+2,270
| +1% | +$129K | 5.39% | 6 |
|
2024
Q4 | $10.8M | Buy |
178,690
+17,291
| +11% | +$1.04M | 5.6% | 4 |
|
2024
Q3 | $9.14M | Buy |
+161,399
| New | +$9.14M | 4.88% | 10 |
|
2024
Q2 | – | Sell |
-57,911
| Closed | -$2.91M | – | 53 |
|
2024
Q1 | $2.91M | Sell |
57,911
-34,051
| -37% | -$1.71M | 1.73% | 17 |
|
2023
Q4 | $4.82M | Buy |
+91,962
| New | +$4.82M | 3.3% | 16 |
|
2023
Q1 | – | Sell |
-109,691
| Closed | -$6.44M | – | 48 |
|
2022
Q4 | $6.44M | Sell |
109,691
-14,272
| -12% | -$838K | 5.55% | 7 |
|
2022
Q3 | $7.3M | Buy |
+123,963
| New | +$7.3M | 6.99% | 9 |
|