EWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,482	Closed	-$550K	–	300
2023 Q4	$550K	Sell	10,482 -4,472	-30%	-$234K	0.16%	114
2023 Q3	$625K	Buy	14,954 +2,600	+21%	+$109K	0.21%	91
2023 Q2	$504K	Buy	+12,354	New	+$504K	0.16%	111