Pacific Capital 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
2025
Q1
Sell
-2,672
Closed -$161K 239
2024
Q4
$161K Hold
2,672
0.03% 90
2024
Q3
$151K Hold
2,672
0.03% 93
2024
Q2
$131K Buy
+2,672
New +$131K 0.02% 95