Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$41K | – | 540 |
|
|
2015
Q3 | $41K | Buy |
+1,000
| New | +$41K | 0.01% | 97 |
|
|
2014
Q3 | – | Sell |
-2,521
| Closed | -$101K | – | 284 |
|
|
2014
Q2 | $101K | Buy |
2,521
+11
| +0.4% | +$441 | 0.05% | 36 |
|
|
2014
Q1 | $106K | Sell |
2,510
-389
| -13% | -$16.4K | 0.06% | 32 |
|
|
2013
Q4 | $118K | Buy |
2,899
+416
| +17% | +$16.9K | 0.08% | 35 |
|
|
2013
Q3 | $89K | Buy |
2,483
+608
| +32% | +$21.8K | 0.08% | 22 |
|
|
2013
Q2 | $64K | Buy |
+1,875
| New | +$64K | 0.07% | 27 |
|