CIBC Private Wealth Group’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
5,600
| – | – | ﹤0.01% | 941 |
|
|
2025
Q1 | $273K | Sell |
5,600
-360
| -6% | -$17.6K | ﹤0.01% | 980 |
|
|
2024
Q4 | $358K | Hold |
5,960
| – | – | ﹤0.01% | 961 |
|
|
2024
Q3 | $337K | Hold |
5,960
| – | – | ﹤0.01% | 992 |
|
|
2024
Q2 | $286K | Hold |
5,960
| – | – | ﹤0.01% | 965 |
|
|
2024
Q1 | $294K | Sell |
5,960
-1,223
| -17% | -$60.3K | ﹤0.01% | 979 |
|
|
2023
Q4 | $377K | Buy |
7,183
+1,033
| +17% | +$54.2K | ﹤0.01% | 866 |
|
|
2023
Q3 | $257K | Buy |
6,150
+100
| +2% | +$4.18K | ﹤0.01% | 921 |
|
|
2023
Q2 | $247K | Buy |
+6,050
| New | +$247K | ﹤0.01% | 805 |
|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$174K | – | 1065 |
|
|
2022
Q2 | $174K | Sell |
3,000
-3,983
| -57% | -$231K | ﹤0.01% | 894 |
|
|
2022
Q1 | $481K | Buy |
6,983
+2,738
| +64% | +$189K | ﹤0.01% | 760 |
|
|
2021
Q4 | $301K | Buy |
+4,245
| New | +$301K | ﹤0.01% | 876 |
|
|
2021
Q3 | – | Sell |
-4,238
| Closed | -$278K | – | 984 |
|
|
2021
Q2 | $278K | Hold |
4,238
| – | – | ﹤0.01% | 917 |
|
|
2021
Q1 | $281K | Buy |
+4,238
| New | +$281K | ﹤0.01% | 917 |
|
|
2018
Q3 | – | Sell |
-993
| Closed | -$61K | – | 1364 |
|
|
2018
Q2 | $61K | Hold |
993
| – | – | ﹤0.01% | 1128 |
|
|
2018
Q1 | $60K | Hold |
993
| – | – | ﹤0.01% | 1115 |
|
|
2017
Q4 | $58K | Buy |
+993
| New | +$58K | ﹤0.01% | 1140 |
|
|
2015
Q1 | – | Sell |
-12,550
| Closed | -$511K | – | 625 |
|
|
2014
Q4 | $511K | Buy |
12,550
+250
| +2% | +$10.2K | ﹤0.01% | 538 |
|
|
2014
Q3 | $466K | Hold |
12,300
| – | – | ﹤0.01% | 543 |
|
|
2014
Q2 | $496K | Buy |
+12,300
| New | +$496K | ﹤0.01% | 523 |
|