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