LRWA
Long Run Wealth Advisors’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-66,882
| Closed | -$3.36M | – | 102 |
|
|
2024
Q1 | $3.36M | Buy |
66,882
+1,483
| +2% | +$74.6K | 0.89% | 35 |
|
|
2023
Q4 | $3.43M | Buy |
65,399
+3,490
| +6% | +$183K | 0.99% | 28 |
|
|
2023
Q3 | $2.59M | Buy |
61,909
+2,423
| +4% | +$101K | 0.84% | 32 |
|
|
2023
Q2 | $2.43M | Buy |
59,486
+8,460
| +17% | +$345K | 0.78% | 35 |
|
|
2023
Q1 | $2.24M | Buy |
51,026
+15,477
| +44% | +$679K | 0.76% | 38 |
|
|
2022
Q4 | $2.09M | Buy |
35,549
+638
| +2% | +$37.5K | 0.75% | 37 |
|
|
2022
Q3 | $2.06M | Buy |
34,911
+9,985
| +40% | +$588K | 0.81% | 33 |
|
|
2022
Q2 | $1.45M | Buy |
24,926
+1,465
| +6% | +$85.1K | 0.56% | 43 |
|
|
2022
Q1 | $1.62M | Buy |
+23,461
| New | +$1.62M | 0.56% | 44 |
|