Lake Street Private 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
2022
Q4
Sell
-10,958
Closed -$645K 291
2022
Q3
$645K Sell
10,958
-3,109
-22% -$183K 0.15% 142
2022
Q2
$817K Sell
14,067
-3,647
-21% -$212K 0.17% 127
2022
Q1
$1.22M Buy
17,714
+12,402
+233% +$855K 0.22% 112
2021
Q4
$376K Buy
+5,312
New +$376K 0.07% 227