Kestra Private Wealth Services’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 |
-3,682
| Closed | -$208K | – | 1455 |
|
|
2024
Q3 | $208K | Buy |
+3,682
| New | +$208K | ﹤0.01% | 1251 |
|
|
2024
Q2 | – | Sell |
-4,693
| Closed | -$236K | – | 1379 |
|
|
2024
Q1 | $236K | Buy |
+4,693
| New | +$236K | 0.01% | 1111 |
|
|
2023
Q1 | – | Sell |
-4,356
| Closed | -$256K | – | 1076 |
|
|
2022
Q4 | $256K | Sell |
4,356
-2,583
| -37% | -$152K | 0.01% | 718 |
|
|
2022
Q3 | $409K | Sell |
6,939
-245
| -3% | -$14.4K | 0.02% | 551 |
|
|
2022
Q2 | $417K | Sell |
7,184
-2,425
| -25% | -$141K | 0.02% | 555 |
|
|
2022
Q1 | $662K | Buy |
+9,609
| New | +$662K | 0.03% | 484 |
|