Laurel Wealth Advisors (California)’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
$9.56M Sell
162,706
-4,630
-3% -$272K 0.94% 17
2022
Q3
$9.85M Sell
167,336
-474
-0.3% -$27.9K 1.05% 14
2022
Q2
$9.75M Sell
167,810
-329
-0.2% -$19.1K 0.99% 14
2022
Q1
$11.6M Buy
168,139
+20,447
+14% +$1.41M 0.96% 13
2021
Q4
$10.5M Buy
+147,692
New +$10.5M 0.81% 19