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 |
|