CWG
Cornerstone Wealth Group’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-199,616
| Closed | -$8.76M | – | 151 |
|
|
2023
Q1 | $8.76M | Buy |
+199,616
| New | +$8.76M | 1.56% | 13 |
|
|
2021
Q2 | – | Sell |
-27,760
| Closed | -$1.84M | – | 155 |
|
|
2021
Q1 | $1.84M | Sell |
27,760
-30,167
| -52% | -$2M | 0.37% | 90 |
|
|
2020
Q4 | $3.01M | Buy |
+57,927
| New | +$3.01M | 0.74% | 37 |
|