Gladstone Institutional Advisory’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
Q2 | – | Sell |
-7,133
| Closed | -$313K | – | 674 |
|
|
2023
Q1 | $313K | Buy |
7,133
+3,721
| +109% | +$163K | 0.02% | 507 |
|
|
2022
Q4 | $200K | Sell |
3,412
-14
| -0.4% | -$822 | 0.01% | 601 |
|
|
2022
Q3 | $202K | Sell |
3,426
-500
| -13% | -$29.5K | 0.02% | 584 |
|
|
2022
Q2 | $228K | Sell |
3,926
-61,456
| -94% | -$3.57M | 0.02% | 577 |
|
|
2022
Q1 | $4.51M | Buy |
65,382
+59,740
| +1,059% | +$4.12M | 0.3% | 87 |
|
|
2021
Q4 | $400K | Buy |
5,642
+1,276
| +29% | +$90.5K | 0.03% | 425 |
|
|
2021
Q3 | $296K | Buy |
+4,366
| New | +$296K | 0.03% | 432 |
|