KWB Wealth’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$305K Sell
2025
Q1
$503K Buy
2024
Q4
$357K Sell
2024
Q3
$428K Buy
2024
Q2
$403K Hold
2024
Q1
$403K Buy
2023
Q4
$398K Buy