Jamison Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,714
| Closed | -$154K | – | 340 |
|
|
2024
Q3 | $154K | Sell |
2,714
-173
| -6% | -$9.79K | 0.02% | 204 |
|
|
2024
Q2 | $142K | Buy |
2,887
+23
| +0.8% | +$1.13K | 0.02% | 196 |
|
|
2024
Q1 | $144K | Buy |
2,864
+120
| +4% | +$6.03K | 0.02% | 194 |
|
|
2023
Q4 | $144K | Buy |
2,744
+286
| +12% | +$15K | 0.03% | 186 |
|
|
2023
Q3 | $103K | Buy |
+2,458
| New | +$103K | 0.02% | 197 |
|