Navis Wealth 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
2022
Q2
Sell
-3,184
Closed -$219K 104
2022
Q1
$219K Buy
3,184
+8
+0.3% +$550 0.19% 94
2021
Q4
$225K Buy
+3,176
New +$225K 0.19% 96