Family 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
Q4 | – | Sell |
-8,785
| Closed | -$367K | – | 171 |
|
|
2023
Q3 | $367K | Hold |
8,785
| – | – | 0.08% | 92 |
|
|
2023
Q2 | $359K | Buy |
+8,785
| New | +$359K | 0.08% | 95 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 173 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 145 |
|
|
2020
Q2 | – | Sell |
-27,530
| Closed | -$897K | – | 165 |
|
|
2020
Q1 | $897K | Buy |
27,530
+26,026
| +1,730% | +$848K | 0.45% | 54 |
|
|
2019
Q4 | $88K | Hold |
1,504
| – | – | 0.03% | 168 |
|
|
2019
Q3 | $79K | Sell |
1,504
-15,731
| -91% | -$826K | 0.03% | 157 |
|
|
2019
Q2 | $921K | Sell |
17,235
-5,017
| -23% | -$268K | 0.36% | 61 |
|
|
2019
Q1 | $1.14M | Buy |
+22,252
| New | +$1.14M | 0.49% | 54 |
|