EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-48,384
| Closed | -$2.75M | – | 4308 |
|
|
2025
Q1 | $2.75M | Buy |
48,384
+3,687
| +8% | +$210K | 0.15% | 126 |
|
|
2024
Q4 | $2.7M | Buy |
+44,697
| New | +$2.7M | 0.15% | 118 |
|
|
2022
Q3 | – | Sell |
-16
| Closed | -$1K | – | 2054 |
|
|
2022
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1641 |
|