Redmont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,261
| Closed | -$231K | – | 68 |
|
|
2023
Q1 | $231K | Sell |
5,261
-4,839
| -48% | -$212K | 0.47% | 57 |
|
|
2022
Q4 | $593K | Sell |
10,100
-2,140
| -17% | -$126K | 0.7% | 36 |
|
|
2022
Q3 | $721K | Hold |
12,240
| – | – | 0.94% | 21 |
|
|
2022
Q2 | $711K | Sell |
12,240
-840
| -6% | -$48.8K | 0.86% | 25 |
|
|
2022
Q1 | $901K | Buy |
13,080
+840
| +7% | +$57.9K | 0.96% | 20 |
|
|
2021
Q4 | $867K | Buy |
+12,240
| New | +$867K | 0.93% | 21 |
|