Curi Wealth Management’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
-105
Closed -$6K 468
2022
Q2
$6K Sell
105
-49
-32% -$2.8K ﹤0.01% 432
2022
Q1
$10K Hold
154
﹤0.01% 361
2021
Q4
$10K Buy
+154
New +$10K ﹤0.01% 321
2021
Q1
Sell
-188
Closed -$9K 305
2020
Q4
$9K Buy
+188
New +$9K 0.01% 264