Concert Wealth Management’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
2016
Q4
Sell
2016
Q3
$85K Buy
2016
Q1
Sell
2015
Q4
$1.87M Buy
2015
Q3
$985K Buy
2015
Q2
$853K Buy
2014
Q1
Sell
2013
Q4
$259K Sell
2013
Q3
$239K Buy