Morling Financial Advisors’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
Q1
Sell
-60
Closed -$3.62K 132
2024
Q4
$3.62K Buy
+60
New +$3.62K ﹤0.01% 117
2023
Q3
Sell
-616
Closed -$25.2K 75
2023
Q2
$25.2K Buy
616
+3
+0.5% +$122 0.02% 67
2023
Q1
$26.9K Buy
+613
New +$26.9K 0.03% 73