LWA
Lowe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.5K | Sell |
581
-163
| -22% | -$9.68K | 0.01% | 161 |
|
|
2025
Q1 | $42.3K | Buy |
744
+331
| +80% | +$18.8K | 0.02% | 147 |
|
|
2024
Q4 | $24.9K | Buy |
+413
| New | +$24.9K | 0.01% | 167 |
|
|
2023
Q3 | – | Sell |
-120
| Closed | -$4.9K | – | 340 |
|
|
2023
Q2 | $4.9K | Buy |
+120
| New | +$4.9K | ﹤0.01% | 269 |
|