Investment House LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,869
| Closed | -$538K | – | 197 |
|
|
2023
Q3 | $538K | Sell |
12,869
-2,897
| -18% | -$121K | 0.04% | 142 |
|
|
2023
Q2 | $644K | Buy |
15,766
+1,338
| +9% | +$54.6K | 0.05% | 136 |
|
|
2023
Q1 | $633K | Buy |
+14,428
| New | +$633K | 0.05% | 136 |
|
|
2021
Q1 | – | Sell |
-9,410
| Closed | -$489K | – | 208 |
|
|
2020
Q4 | $489K | Buy |
+9,410
| New | +$489K | 0.03% | 155 |
|
|
2018
Q3 | – | Sell |
-5,230
| Closed | -$319K | – | 190 |
|
|
2018
Q2 | $319K | Buy |
+5,230
| New | +$319K | 0.04% | 160 |
|
|
2018
Q1 | – | Sell |
-6,290
| Closed | -$370K | – | 192 |
|
|
2017
Q4 | $370K | Hold |
6,290
| – | – | 0.05% | 152 |
|
|
2017
Q3 | $357K | Buy |
+6,290
| New | +$357K | 0.05% | 150 |
|