Mariner Independent Advisor Network’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
Q3
$672K Sell
11,405
-14,076
-55% -$829K 0.03% 432
2022
Q2
$1.5M Sell
25,481
-19,934
-44% -$1.17M 0.06% 302
2022
Q1
$3.12M Buy
45,415
+5,819
+15% +$400K 0.12% 177
2021
Q4
$2.84M Buy
39,596
+708
+2% +$50.8K 0.13% 175
2021
Q3
$2.63M Sell
38,888
-1,455
-4% -$98.6K 0.13% 180
2021
Q2
$2.64M Buy
40,343
+27,718
+220% +$1.82M 0.12% 193
2021
Q1
$838K Buy
+12,625
New +$838K 0.04% 322
2019
Q1
Sell
-10,844
Closed -$536K 368
2018
Q4
$536K Buy
+10,844
New +$536K 0.05% 287
2018
Q2
Sell
-13,479
Closed -$813K 248
2018
Q1
$813K Buy
13,479
+83
+0.6% +$5.01K 0.05% 240
2017
Q4
$788K Buy
+13,396
New +$788K 0.08% 204