Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,638
| Closed | -$823K | – | 1134 |
|
|
2024
Q4 | $823K | Buy |
+13,638
| New | +$823K | 0.01% | 788 |
|
|
2024
Q1 | – | Sell |
-44,917
| Closed | -$1.88M | – | 719 |
|
|
2023
Q4 | $1.88M | Hold |
44,917
| – | – | 0.07% | 218 |
|
|
2023
Q3 | $1.88M | Buy |
44,917
+2,506
| +6% | +$105K | 0.08% | 202 |
|
|
2023
Q2 | $1.73M | Buy |
42,411
+24,734
| +140% | +$1.01M | 0.08% | 219 |
|
|
2023
Q1 | $775K | Buy |
17,677
+13,460
| +319% | +$590K | 0.04% | 333 |
|
|
2022
Q4 | $248K | Sell |
4,217
-10
| -0.2% | -$587 | 0.09% | 128 |
|
|
2022
Q3 | $249K | Sell |
4,227
-99
| -2% | -$5.83K | 0.01% | 530 |
|
|
2022
Q2 | $251K | Sell |
4,326
-87
| -2% | -$5.05K | 0.01% | 526 |
|
|
2022
Q1 | $304K | Buy |
4,413
+1,454
| +49% | +$100K | 0.01% | 502 |
|
|
2021
Q4 | $210K | Sell |
2,959
-15
| -0.5% | -$1.07K | 0.01% | 620 |
|
|
2021
Q3 | $201K | Sell |
2,974
-5,653
| -66% | -$382K | 0.01% | 585 |
|
|
2021
Q2 | $565K | Buy |
8,627
+1,135
| +15% | +$74.3K | 0.03% | 365 |
|
|
2021
Q1 | $497K | Buy |
+7,492
| New | +$497K | 0.03% | 377 |
|
|
2020
Q1 | – | Sell |
-5,883
| Closed | -$343K | – | 653 |
|
|
2019
Q4 | $343K | Buy |
+5,883
| New | +$343K | 0.02% | 645 |
|
|
2017
Q2 | – | Sell |
-8,315
| Closed | -$442K | – | 330 |
|
|
2017
Q1 | $442K | Buy |
+8,315
| New | +$442K | 0.07% | 240 |
|