Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,825
| Closed | -$343K | – | 75 |
|
|
2022
Q3 | $343K | Buy |
+5,825
| New | +$343K | 0.26% | 47 |
|
|
2022
Q2 | – | Sell |
-17,156
| Closed | -$1.18M | – | 75 |
|
|
2022
Q1 | $1.18M | Buy |
17,156
+8,732
| +104% | +$602K | 0.64% | 33 |
|
|
2021
Q4 | $597K | Hold |
8,424
| – | – | 0.3% | 44 |
|
|
2021
Q3 | $571K | Sell |
8,424
-3,189
| -27% | -$216K | 0.34% | 41 |
|
|
2021
Q2 | $761K | Buy |
+11,613
| New | +$761K | 0.4% | 42 |
|