GWM
Gupta Wealth Management’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $4.28M | Sell |
113,736
-9,195
| -7% | -$346K | 1% | 20 |
|
|
2015
Q4 | $5.15M | Sell |
122,931
-14,087
| -10% | -$590K | 1.31% | 14 |
|
|
2015
Q3 | $5.64M | Sell |
137,018
-14,474
| -10% | -$596K | 1.38% | 15 |
|
|
2015
Q2 | $6.69M | Sell |
151,492
-6,765
| -4% | -$299K | 1.64% | 11 |
|
|
2015
Q1 | $6.46M | Buy |
+158,257
| New | +$6.46M | 1.9% | 8 |
|