Perennial Investment 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
Q2 | $375K | Buy |
6,309
+120
| +2% | +$7.13K | 0.04% | 300 |
|
|
2025
Q1 | $352K | Sell |
6,189
-125
| -2% | -$7.11K | 0.04% | 287 |
|
|
2024
Q4 | $381K | Hold |
6,314
| – | – | 0.04% | 259 |
|
|
2024
Q3 | $357K | Sell |
6,314
-200
| -3% | -$11.3K | 0.05% | 258 |
|
|
2024
Q2 | $320K | Hold |
6,514
| – | – | 0.05% | 269 |
|
|
2024
Q1 | $328K | Sell |
6,514
-827
| -11% | -$41.6K | 0.05% | 244 |
|
|
2023
Q4 | $385K | Buy |
7,341
+287
| +4% | +$15K | 0.06% | 199 |
|
|
2023
Q3 | $295K | Sell |
7,054
-1,472
| -17% | -$61.5K | 0.05% | 237 |
|
|
2023
Q2 | $348K | Buy |
+8,526
| New | +$348K | 0.06% | 219 |
|