CM Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$289K Hold
2025
Q1
$277K Sell
2024
Q4
$319K Hold
2024
Q3
$299K Hold
2024
Q2
$260K Hold
2024
Q1
$264K Buy