Evermay 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 |
-155
| Closed | -$6.33K | – | 571 |
|
|
2023
Q2 | $6.33K | Hold |
155
| – | – | ﹤0.01% | 455 |
|
|
2023
Q1 | $6.8K | Sell |
155
-740
| -83% | -$32.5K | ﹤0.01% | 443 |
|
|
2022
Q4 | $52.6K | Hold |
895
| – | – | 0.01% | 292 |
|
|
2022
Q3 | $53K | Hold |
895
| – | – | 0.01% | 272 |
|
|
2022
Q2 | $52K | Sell |
895
-29
| -3% | -$1.69K | 0.01% | 275 |
|
|
2022
Q1 | $64K | Buy |
924
+769
| +496% | +$53.3K | 0.01% | 279 |
|
|
2021
Q4 | $11K | Hold |
155
| – | – | ﹤0.01% | 401 |
|
|
2021
Q3 | $11K | Hold |
155
| – | – | ﹤0.01% | 379 |
|
|
2021
Q2 | $10K | Buy |
+155
| New | +$10K | ﹤0.01% | 409 |
|