PCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,654
| Closed | -$335K | – | 123 |
|
|
2024
Q1 | $335K | Sell |
6,654
-143
| -2% | -$7.19K | 0.16% | 81 |
|
|
2023
Q4 | $356K | Sell |
6,797
-122
| -2% | -$6.4K | 0.2% | 73 |
|
|
2023
Q3 | $289K | Sell |
6,919
-856
| -11% | -$35.8K | 0.19% | 77 |
|
|
2023
Q2 | $317K | Sell |
7,775
-244
| -3% | -$9.96K | 0.2% | 78 |
|
|
2023
Q1 | $352K | Sell |
8,019
-147
| -2% | -$6.45K | 0.22% | 74 |
|
|
2022
Q4 | $480K | Buy |
+8,166
| New | +$480K | 0.3% | 66 |
|