Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-38,852
| Closed | -$2.35M | – | 190 |
|
|
2018
Q1 | $2.35M | Sell |
38,852
-3,752
| -9% | -$227K | 0.62% | 39 |
|
|
2017
Q4 | $2.51M | Sell |
42,604
-1,913
| -4% | -$113K | 0.61% | 46 |
|
|
2017
Q3 | $2.53M | Sell |
44,517
-49,925
| -53% | -$2.83M | 0.6% | 45 |
|
|
2017
Q2 | $5.19M | Sell |
94,442
-69,745
| -42% | -$3.83M | 1.45% | 23 |
|
|
2017
Q1 | $8.97M | Buy |
164,187
+120,449
| +275% | +$6.58M | 2.18% | 8 |
|
|
2016
Q4 | $2.43M | Sell |
43,738
-5,833
| -12% | -$324K | 0.66% | 38 |
|
|
2016
Q3 | $2.1M | Sell |
49,571
-9,074
| -15% | -$383K | 0.43% | 65 |
|
|
2016
Q2 | $2.25M | Buy |
+58,645
| New | +$2.25M | 0.63% | 44 |
|