JWS
Juncture Wealth Strategies’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
32,426
+17,403
| +116% | +$1.03M | 0.68% | 28 |
|
|
2025
Q1 | $854K | Buy |
15,023
+5,355
| +55% | +$304K | 0.33% | 52 |
|
|
2024
Q4 | $583K | Buy |
+9,668
| New | +$583K | 0.22% | 64 |
|
|
2022
Q1 | – | Sell |
-3,115
| Closed | -$221K | – | 121 |
|
|
2021
Q4 | $221K | Hold |
3,115
| – | – | 0.11% | 121 |
|
|
2021
Q3 | $211K | Sell |
3,115
-3
| -0.1% | -$203 | 0.11% | 111 |
|
|
2021
Q2 | $206K | Sell |
3,118
-23,994
| -88% | -$1.59M | 0.12% | 106 |
|
|
2021
Q1 | $1.82M | Buy |
+27,112
| New | +$1.82M | 1.14% | 24 |
|