KWB Wealth’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 | $305K | Sell |
5,364
-2,975
| -36% | -$169K | 0.04% | 121 |
|
|
2025
Q1 | $503K | Buy |
8,339
+2,032
| +32% | +$123K | 0.06% | 95 |
|
|
2024
Q4 | $357K | Sell |
6,307
-2,405
| -28% | -$136K | 0.04% | 106 |
|
|
2024
Q3 | $428K | Buy |
8,712
+689
| +9% | +$33.8K | 0.06% | 86 |
|
|
2024
Q2 | $403K | Hold |
8,023
| – | – | 0.06% | 89 |
|
|
2024
Q1 | $403K | Buy |
8,023
+428
| +6% | +$21.5K | 0.05% | 89 |
|
|
2023
Q4 | $398K | Buy |
+7,595
| New | +$398K | 0.06% | 88 |
|