Holistic Financial Partners’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
2018
Q2
Sell
-566
Closed -$34K 218
2018
Q1
$34K Sell
566
-88
-13% -$5.29K 0.03% 236
2017
Q4
$38K Buy
+654
New +$38K 0.03% 227