Oak Harbor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$25.1K | – | 224 |
|
|
2024
Q1 | $25.1K | Hold |
500
| – | – | 0.01% | 201 |
|
|
2023
Q4 | $26.2K | Hold |
500
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $20.9K | Sell |
500
-3,000
| -86% | -$125K | 0.01% | 198 |
|
|
2023
Q2 | $143K | Buy |
3,500
+3,000
| +600% | +$122K | 0.05% | 172 |
|
|
2023
Q1 | $21.9K | Buy |
+500
| New | +$21.9K | 0.01% | 202 |
|
|
2022
Q2 | – | Sell |
-33
| Closed | -$2K | – | 218 |
|
|
2022
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 229 |
|