IAS
IMA Advisory Services’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-14,583
| Closed | -$881K | – | 472 |
|
|
2018
Q1 | $881K | Sell |
14,583
-469
| -3% | -$28.3K | 0.39% | 77 |
|
|
2017
Q4 | $886K | Buy |
+15,052
| New | +$886K | 0.4% | 77 |
|
|
2015
Q1 | – | Sell |
-68,680
| Closed | -$2.8M | – | 151 |
|
|
2014
Q4 | $2.8M | Sell |
68,680
-1,120
| -2% | -$45.6K | 1.44% | 24 |
|
|
2014
Q3 | $2.64M | Buy |
69,800
+2,420
| +4% | +$91.6K | 1.25% | 24 |
|
|
2014
Q2 | $2.72M | Sell |
67,380
-2,160
| -3% | -$87.1K | 1.24% | 25 |
|
|
2014
Q1 | $2.88M | Sell |
69,540
-3,740
| -5% | -$155K | 1.35% | 17 |
|
|
2013
Q4 | $2.98M | Buy |
73,280
+3,050
| +4% | +$124K | 1.42% | 14 |
|
|
2013
Q3 | $2.5M | Buy |
+70,230
| New | +$2.5M | 1.23% | 18 |
|