Heritage Wealth Advisors’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
2019 Q2	–	Sell	-1,689	Closed	-$86.7K	–	469
2019 Q1	$86.7K	Sell	1,689 -204,243	-99%	-$10.5M	0.01%	187
2018 Q4	$9.64M	Sell	205,932 -46,147	-18%	-$2.16M	1.88%	10
2018 Q3	$15M	Buy	252,079 +26,791	+12%	+$1.59M	2.93%	7
2018 Q2	$13.7M	Buy	+225,288	New	+$13.7M	5.14%	5