Encompass Wealth Advisors’s SPDR S&P Regional Banking ETF KRE Stock Holding History

Encompass Wealth Advisors’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$550K	Sell
2023 Q3	$625K	Buy
2023 Q2	$504K	Buy