Dakota 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
2023 Q3	–	Sell	-8,208	Closed	-$335K	–	678
2023 Q2	$335K	Sell	8,208 -5,790	-41%	-$236K	0.02%	457
2023 Q1	$614K	Sell	13,998 -942	-6%	-$41.3K	0.04%	318
2022 Q4	$878K	Sell	14,940 -450	-3%	-$26.4K	0.06%	237
2022 Q3	$906K	Buy	+15,390	New	+$906K	0.07%	221