MSWM
Mader & Shannon Wealth Management’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-35,530
| Closed | -$2.11M | – | 20 |
|
|
2018
Q3 | $2.11M | Buy |
+35,530
| New | +$2.11M | 1.64% | 13 |
|
|
2018
Q1 | – | Sell |
-150,581
| Closed | -$8.86M | – | 17 |
|
|
2017
Q4 | $8.86M | Sell |
150,581
-1,407
| -0.9% | -$82.8K | 6.48% | 3 |
|
|
2017
Q3 | $8.63M | Buy |
+151,988
| New | +$8.63M | 5.54% | 6 |
|