Retirement Planning Company of New England’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
$350K Buy
5,885
+15
+0.3% +$891 0.16% 161
2025
Q1
$334K Sell
5,870
-240
-4% -$13.6K 0.17% 154
2024
Q4
$369K Buy
6,110
+17
+0.3% +$1.03K 0.18% 144
2024
Q3
$345K Sell
6,093
-317
-5% -$17.9K 0.17% 153
2024
Q2
$315K Sell
6,410
-241
-4% -$11.8K 0.17% 151
2024
Q1
$334K Buy
6,651
+392
+6% +$19.7K 0.18% 150
2023
Q4
$328K Buy
6,259
+372
+6% +$19.5K 0.15% 160
2023
Q3
$246K Sell
5,887
-368
-6% -$15.4K 0.14% 160
2023
Q2
$255K Buy
6,255
+350
+6% +$14.3K 0.15% 176
2023
Q1
$259K Buy
5,905
+922
+19% +$40.4K 0.16% 173
2022
Q4
$293K Sell
4,983
-209
-4% -$12.3K 0.19% 157
2022
Q3
$305K Buy
5,192
+81
+2% +$4.76K 0.22% 143
2022
Q2
$296K Buy
5,111
+566
+12% +$32.8K 0.2% 147
2022
Q1
$313K Buy
4,545
+121
+3% +$8.33K 0.18% 161
2021
Q4
$313K Buy
+4,424
New +$313K 0.15% 155