JFS Wealth 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
Q2 | $14.4K | Sell |
242
-782
| -76% | -$46.5K | ﹤0.01% | 746 |
|
|
2025
Q1 | $58.2K | Buy |
1,024
+79
| +8% | +$4.49K | ﹤0.01% | 445 |
|
|
2024
Q4 | $57K | Buy |
945
+706
| +295% | +$42.6K | ﹤0.01% | 440 |
|
|
2024
Q3 | $13.5K | Sell |
239
-114
| -32% | -$6.46K | ﹤0.01% | 751 |
|
|
2024
Q2 | $17.3K | Buy |
353
+1
| +0.3% | +$49 | ﹤0.01% | 635 |
|
|
2024
Q1 | $17.7K | Sell |
352
-37
| -10% | -$1.86K | ﹤0.01% | 651 |
|
|
2023
Q4 | $20.4K | Sell |
389
-386
| -50% | -$20.2K | ﹤0.01% | 579 |
|
|
2023
Q3 | $32.4K | Buy |
775
+86
| +12% | +$3.59K | ﹤0.01% | 441 |
|
|
2023
Q2 | $28.1K | Hold |
689
| – | – | ﹤0.01% | 464 |
|
|
2023
Q1 | $30.2K | Hold |
689
| – | – | ﹤0.01% | 443 |
|
|
2022
Q4 | $40.5K | Sell |
689
-166
| -19% | -$9.75K | ﹤0.01% | 397 |
|
|
2022
Q3 | $50K | Hold |
855
| – | – | 0.01% | 374 |
|
|
2022
Q2 | $50K | Hold |
855
| – | – | 0.01% | 395 |
|
|
2022
Q1 | $59K | Hold |
855
| – | – | 0.01% | 392 |
|
|
2021
Q4 | $61K | Hold |
855
| – | – | 0.01% | 388 |
|
|
2021
Q3 | $58K | Buy |
855
+689
| +415% | +$46.7K | 0.01% | 395 |
|
|
2021
Q2 | $11K | Hold |
166
| – | – | ﹤0.01% | 433 |
|
|
2021
Q1 | $11K | Hold |
166
| – | – | ﹤0.01% | 408 |
|
|
2020
Q4 | $9K | Hold |
166
| – | – | ﹤0.01% | 425 |
|
|
2020
Q3 | $6K | Hold |
166
| – | – | ﹤0.01% | 428 |
|
|
2020
Q2 | $6K | Hold |
166
| – | – | ﹤0.01% | 420 |
|
|
2020
Q1 | $5K | Hold |
166
| – | – | ﹤0.01% | 390 |
|
|
2019
Q4 | $10K | Buy |
+166
| New | +$10K | ﹤0.01% | 373 |
|
|
2019
Q1 | – | Sell |
-118
| Closed | -$6K | – | 470 |
|
|
2018
Q4 | $6K | Sell |
118
-49
| -29% | -$2.49K | ﹤0.01% | 376 |
|
|
2018
Q3 | $10K | Hold |
167
| – | – | ﹤0.01% | 406 |
|
|
2018
Q2 | $10K | Buy |
+167
| New | +$10K | ﹤0.01% | 364 |
|