Glassman Wealth 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
2021
Q2
Sell
-250
Closed -$17K 1561
2021
Q1
$17K Hold
250
﹤0.01% 574
2020
Q4
$13K Hold
250
﹤0.01% 647
2020
Q3
$9K Hold
250
﹤0.01% 651
2020
Q2
$10K Hold
250
﹤0.01% 494
2020
Q1
$8K Hold
250
﹤0.01% 458
2019
Q4
$15K Hold
250
0.01% 428
2019
Q3
$13K Hold
250
0.01% 410
2019
Q2
$13K Hold
250
0.01% 423
2019
Q1
$13K Hold
250
0.01% 415
2018
Q4
$12K Hold
250
0.01% 351
2018
Q3
$15K Hold
250
0.01% 359
2018
Q2
$15K Hold
250
0.01% 333
2018
Q1
$15K Hold
250
0.01% 323
2017
Q4
$15K Hold
250
0.01% 287
2017
Q3
$14K Hold
250
0.01% 265
2017
Q2
$14K Buy
+250
New +$14K 0.01% 273