CM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
4,870
| – | – | 0.09% | 72 |
|
|
2025
Q1 | $277K | Sell |
4,870
-418
| -8% | -$23.8K | 0.09% | 72 |
|
|
2024
Q4 | $319K | Hold |
5,288
| – | – | 0.1% | 68 |
|
|
2024
Q3 | $299K | Hold |
5,288
| – | – | 0.1% | 70 |
|
|
2024
Q2 | $260K | Hold |
5,288
| – | – | 0.12% | 62 |
|
|
2024
Q1 | $264K | Buy |
+5,288
| New | +$264K | 0.08% | 146 |
|