Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $330K | Buy |
4,660
+760
| +19% | +$53.8K | 0.1% | 132 |
|
|
2021
Q3 | $264K | Buy |
+3,900
| New | +$264K | 0.09% | 137 |
|
|
2020
Q1 | – | Sell |
-9,092
| Closed | -$530K | – | 123 |
|
|
2019
Q4 | $530K | Sell |
9,092
-13,614
| -60% | -$794K | 0.33% | 75 |
|
|
2019
Q3 | $1.21M | Buy |
22,706
+9,791
| +76% | +$520K | 0.55% | 39 |
|
|
2019
Q2 | $690K | Sell |
12,915
-919
| -7% | -$49.1K | 0.44% | 56 |
|
|
2019
Q1 | $710K | Sell |
13,834
-993
| -7% | -$51K | 0.5% | 52 |
|
|
2018
Q4 | $694K | Sell |
14,827
-4,406
| -23% | -$206K | 0.58% | 51 |
|
|
2018
Q3 | $1.14M | Buy |
19,233
+1,047
| +6% | +$62.2K | 0.85% | 30 |
|
|
2018
Q2 | $1.11M | Buy |
18,186
+8,085
| +80% | +$493K | 0.78% | 27 |
|
|
2018
Q1 | $610K | Buy |
10,101
+1,203
| +14% | +$72.6K | 0.46% | 63 |
|
|
2017
Q4 | $524K | Buy |
8,898
+551
| +7% | +$32.4K | 0.4% | 73 |
|
|
2017
Q3 | $474K | Sell |
8,347
-7,764
| -48% | -$441K | 0.39% | 71 |
|
|
2017
Q2 | $885K | Sell |
16,111
-339
| -2% | -$18.6K | 0.74% | 40 |
|
|
2017
Q1 | $898K | Buy |
16,450
+4,775
| +41% | +$261K | 0.59% | 40 |
|
|
2016
Q4 | $649K | Buy |
+11,675
| New | +$649K | 0.43% | 54 |
|