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 |
|