Concord Wealth Partners’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
2024
Q2
Sell
-140
Closed -$7.04K 890
2024
Q1
$7.04K Buy
+140
New +$7.04K ﹤0.01% 611
2023
Q4
Sell
-140
Closed -$5.85K 936
2023
Q3
$5.85K Hold
140
﹤0.01% 691
2023
Q2
$5.72K Buy
+140
New +$5.72K ﹤0.01% 682