Consilio 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
2022
Q3
Sell
-75,139
Closed -$4.37M 47
2022
Q2
$4.37M Buy
75,139
+6,191
+9% +$360K 3.54% 9
2022
Q1
$4.75M Buy
+68,948
New +$4.75M 3.74% 9