Howe & Rusling’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-43	Closed	-$2.6K	–	457
2024 Q4	$2.6K	Buy	+43	New	+$2.67K	﹤0.01%	395
2019 Q1	–	Sell	-173	Closed	-$8K	–	848
2018 Q4	$8K	Sell	173 -137	-44%	-$7.32K	﹤0.01%	471
2018 Q3	$18K	Sell	310 -235	-43%	-$14.6K	﹤0.01%	406
2018 Q2	$33K	Buy	545 +265	+95%	+$16.6K	0.01%	299
2018 Q1	$17K	Sell	280 -2,040	-88%	-$127K	﹤0.01%	413
2017 Q4	$137K	Sell	2,320 -35,435	-94%	-$2.04M	0.02%	214
2017 Q3	$2.14M	Sell	37,755 -1,745	-4%	-$93.8K	0.4%	73
2017 Q2	$2.17M	Buy	39,500 +60	+0.2%	+$3.23K	0.44%	70
2017 Q1	$2.15M	Buy	39,440 +39,235	+19,139%	+$2.2M	0.43%	71
2016 Q4	$11K	Buy	+205	New	+$10K	﹤0.01%	478