CT Financial 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
2017
Q1
$334K Buy
6,115
+628
+11% +$34.3K 0.21% 106
2016
Q4
$305K Buy
5,487
+47
+0.9% +$2.61K 0.19% 113
2016
Q3
$230K Sell
5,440
-1,120
-17% -$47.3K 0.14% 135
2016
Q2
$252K Buy
6,560
+2,943
+81% +$113K 0.16% 122
2016
Q1
$136K Buy
3,617
+16
+0.4% +$602 0.08% 187
2015
Q4
$151K Buy
3,601
+463
+15% +$19.4K 0.09% 168
2015
Q3
$129K Sell
3,138
-152
-5% -$6.26K 0.08% 182
2015
Q2
$145K Buy
3,290
+137
+4% +$6.05K 0.08% 181
2015
Q1
$129K Sell
3,153
-495
-14% -$20.2K 0.07% 203
2014
Q4
$148K Buy
+3,648
New +$148K 0.11% 137
2014
Q1
$129K Buy
+3,153
New +$129K 0.07% 203