Evolution Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,000
| Closed | -$362K | – | 154 |
|
|
2024
Q4 | $362K | Hold |
6,000
| – | – | 0.06% | 103 |
|
|
2024
Q3 | $340K | Hold |
6,000
| – | – | 0.06% | 99 |
|
|
2024
Q2 | $290K | Hold |
6,000
| – | – | 0.06% | 107 |
|
|
2024
Q1 | $302K | Hold |
6,000
| – | – | 0.06% | 102 |
|
|
2023
Q4 | $315K | Buy |
+6,000
| New | +$315K | 0.06% | 96 |
|
|
2019
Q1 | – | Sell |
-27,245
| Closed | -$1.28M | – | 129 |
|
|
2018
Q4 | $1.28M | Buy |
+27,245
| New | +$1.28M | 0.58% | 38 |
|