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Polaris Wealth Advisory Group’s SPDR S&P Regional Banking ETF KRE Stock Holding History

Polaris Wealth Advisory Group’s Portfolio KRE Stock Details KRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-188,991
Closed -$10.5M – 113
2016
Q4 		$10.5M Buy
+188,991
New +$10.5M 1.22% 39
2016
Q1 		– Sell
-213,275
Closed -$8.94M – 128
2015
Q4 		$8.94M Buy
+213,275
New +$8.94M 1.44% 36