Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
5,679
+35
| +0.6% | +$2.08K | 0.01% | 534 |
|
|
2025
Q1 | $321K | Buy |
5,644
+155
| +3% | +$8.81K | 0.02% | 509 |
|
|
2024
Q4 | $331K | Sell |
5,489
-28
| -0.5% | -$1.69K | 0.02% | 505 |
|
|
2024
Q3 | $312K | Sell |
5,517
-163
| -3% | -$9.23K | 0.02% | 507 |
|
|
2024
Q2 | $279K | Buy |
+5,680
| New | +$279K | 0.03% | 244 |
|
|
2024
Q1 | – | Sell |
-5,698
| Closed | -$299K | – | 362 |
|
|
2023
Q4 | $299K | Buy |
5,698
+707
| +14% | +$37.1K | 0.02% | 502 |
|
|
2023
Q3 | $208K | Buy |
+4,991
| New | +$208K | 0.01% | 506 |
|
|
2018
Q4 | – | Sell |
-4,471
| Closed | -$266K | – | 172 |
|
|
2018
Q3 | $266K | Buy |
+4,471
| New | +$266K | 0.11% | 140 |
|