GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,828
| Closed | -$231K | – | 1484 |
|
|
2024
Q4 | $231K | Hold |
3,828
| – | – | 0.01% | 707 |
|
|
2024
Q3 | $217K | Sell |
3,828
-300
| -7% | -$17K | 0.01% | 694 |
|
|
2024
Q2 | $203K | Buy |
4,128
+2
| +0% | +$98 | 0.01% | 683 |
|
|
2024
Q1 | $207K | Buy |
4,126
+1
| +0% | +$50 | 0.01% | 680 |
|
|
2023
Q4 | $216K | Buy |
+4,125
| New | +$216K | 0.02% | 488 |
|