MGB 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 | $160K | Sell |
2,701
-644
| -19% | -$38.3K | 0.05% | 229 |
|
|
2025
Q1 | $190K | Buy |
3,345
+59
| +2% | +$3.35K | 0.07% | 207 |
|
|
2024
Q4 | $198K | Sell |
3,286
-95
| -3% | -$5.73K | 0.06% | 193 |
|
|
2024
Q3 | $191K | Hold |
3,381
| – | – | 0.07% | 186 |
|
|
2024
Q2 | $176K | Sell |
3,381
-825
| -20% | -$43K | 0.07% | 191 |
|
|
2024
Q1 | $211K | Sell |
4,206
-56
| -1% | -$2.82K | 0.09% | 179 |
|
|
2023
Q4 | $223K | Buy |
+4,262
| New | +$223K | 0.11% | 167 |
|