Garden State Investment Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-8,189
| Closed | -$403K | – | 241 |
|
2024
Q2 | $403K | Sell |
8,189
-3,492
| -30% | -$172K | 0.14% | 135 |
|
2024
Q1 | $588K | Sell |
11,681
-1,941
| -14% | -$97.7K | 0.22% | 98 |
|
2023
Q4 | $714K | Sell |
13,622
-2,886
| -17% | -$151K | 0.28% | 78 |
|
2023
Q3 | $690K | Sell |
16,508
-1,981
| -11% | -$82.8K | 0.32% | 69 |
|
2023
Q2 | $755K | Sell |
18,489
-1,392
| -7% | -$56.8K | 0.3% | 69 |
|
2023
Q1 | $872K | Buy |
19,881
+176
| +0.9% | +$7.72K | 0.38% | 50 |
|
2022
Q4 | $1.16M | Buy |
+19,705
| New | +$1.16M | 0.69% | 30 |
|