IPG Investment Advisors’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 |
-3,676
| Closed | -$222K | – | 184 |
|
|
2024
Q4 | $222K | Buy |
+3,676
| New | +$222K | 0.05% | 153 |
|
|
2023
Q2 | – | Sell |
-7,700
| Closed | -$338K | – | 185 |
|
|
2023
Q1 | $338K | Sell |
7,700
-1,700
| -18% | -$74.6K | 0.08% | 113 |
|
|
2022
Q4 | $552K | Hold |
9,400
| – | – | 0.15% | 70 |
|
|
2022
Q3 | $553K | Buy |
9,400
+4,000
| +74% | +$236K | 0.16% | 70 |
|
|
2022
Q2 | $314K | Hold |
5,400
| – | – | 0.08% | 107 |
|
|
2022
Q1 | $372K | Buy |
5,400
+500
| +10% | +$34.4K | 0.07% | 110 |
|
|
2021
Q4 | $348K | Buy |
+4,900
| New | +$348K | 0.06% | 136 |
|
|
2019
Q1 | – | Sell |
-12,170
| Closed | -$569K | – | 165 |
|
|
2018
Q4 | $569K | Buy |
12,170
+2,090
| +21% | +$97.8K | 0.22% | 63 |
|
|
2018
Q3 | $599K | Sell |
10,080
-3,150
| -24% | -$187K | 0.19% | 73 |
|
|
2018
Q2 | $807K | Sell |
13,230
-11,220
| -46% | -$684K | 0.28% | 55 |
|
|
2018
Q1 | $1.48M | Buy |
24,450
+16,900
| +224% | +$1.02M | 0.48% | 33 |
|
|
2017
Q4 | $444K | Buy |
+7,550
| New | +$444K | 0.18% | 71 |
|