Michelson Medical Research Foundation’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 | $3.77M | Sell |
63,510
-13,590
| -18% | -$807K | 3.62% | 11 |
|
|
2025
Q1 | $4.38M | Hold |
77,100
| – | – | 3.67% | 10 |
|
|
2024
Q4 | $4.65M | Sell |
77,100
-37,600
| -33% | -$2.27M | 3.9% | 10 |
|
|
2024
Q3 | $6.49M | Hold |
114,700
| – | – | 4.58% | 8 |
|
|
2024
Q2 | $5.63M | Hold |
114,700
| – | – | 4.84% | 8 |
|
|
2024
Q1 | $5.77M | Hold |
114,700
| – | – | 3.5% | 11 |
|
|
2023
Q4 | $6.01M | Hold |
114,700
| – | – | 3.97% | 10 |
|
|
2023
Q3 | $4.79M | Buy |
+114,700
| New | +$4.79M | 3.23% | 11 |
|