Global Wealth Management Investment 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-33
| Closed | -$2K | – | 494 |
|
2020
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 396 |
|
2020
Q3 | $1K | Sell |
33
-13
| -28% | -$394 | ﹤0.01% | 419 |
|
2020
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 516 |
|
2020
Q1 | $2K | Sell |
46
-109
| -70% | -$4.74K | ﹤0.01% | 509 |
|
2019
Q4 | $9K | Hold |
155
| – | – | ﹤0.01% | 367 |
|
2019
Q3 | $8K | Sell |
155
-207
| -57% | -$10.7K | ﹤0.01% | 351 |
|
2019
Q2 | $19K | Sell |
362
-4,001
| -92% | -$210K | 0.01% | 280 |
|
2019
Q1 | $224K | Buy |
4,363
+1,400
| +47% | +$71.9K | 0.12% | 111 |
|
2018
Q4 | $139K | Buy |
+2,963
| New | +$139K | 0.08% | 150 |
|