Perigon Wealth Management’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	–	Sell	-18,554	Closed	-$1.05M	–	1084
2025 Q1	$1.05M	Buy	+18,554	New	+$1.05M	0.03%	438
2018 Q3	–	Sell	-7,330	Closed	-$447K	–	257
2018 Q2	$447K	Sell	7,330 -230	-3%	-$14K	0.13%	137
2018 Q1	$457K	Buy	+7,560	New	+$457K	0.17%	91