Paragon Financial 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
2023
Q1
Sell
-4,545
Closed -$267K 84
2022
Q4
$267K Buy
4,545
+5
+0.1% +$294 0.3% 62
2022
Q3
$267K Sell
4,540
-146
-3% -$8.59K 0.3% 59
2022
Q2
$272K Buy
4,686
+504
+12% +$29.3K 0.28% 64
2022
Q1
$288K Buy
4,182
+3
+0.1% +$207 0.25% 68
2021
Q4
$296K Buy
+4,179
New +$296K 0.24% 68