Mascoma Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-76
| Closed | -$3.18K | – | 492 |
|
|
2023
Q3 | $3.18K | Buy |
+76
| New | +$3.18K | ﹤0.01% | 438 |
|
|
2023
Q1 | – | Sell |
-112
| Closed | -$6.58K | – | 665 |
|
|
2022
Q4 | $6.58K | Sell |
112
-150
| -57% | -$8.81K | ﹤0.01% | 456 |
|
|
2022
Q3 | $15K | Sell |
262
-43
| -14% | -$2.46K | 0.01% | 359 |
|
|
2022
Q2 | $18K | Sell |
305
-659
| -68% | -$38.9K | 0.01% | 350 |
|
|
2022
Q1 | $66K | Buy |
964
+609
| +172% | +$41.7K | 0.02% | 229 |
|
|
2021
Q4 | $25K | Buy |
+355
| New | +$25K | 0.01% | 297 |
|