Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-310
| Closed | -$16K | – | 405 |
|
|
2019
Q1 | $16K | Buy |
310
+2
| +0.6% | +$103 | 0.01% | 457 |
|
|
2018
Q4 | $14K | Buy |
308
+2
| +0.7% | +$91 | 0.01% | 455 |
|
|
2018
Q3 | $17K | Hold |
306
| – | – | 0.01% | 450 |
|
|
2018
Q2 | $19K | Buy |
306
+1
| +0.3% | +$62 | 0.01% | 467 |
|
|
2018
Q1 | $18K | Buy |
305
+42
| +16% | +$2.48K | 0.01% | 447 |
|
|
2017
Q4 | $15K | Buy |
+263
| New | +$15K | 0.01% | 482 |
|