Robertson Stephens Wealth Management’s SPDR S&P Regional Banking ETF KRE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-10,175
Closed -$332K 206
2020
Q1
$332K Buy
+10,175
New +$332K 0.11% 127
2019
Q4
Sell
-6,680
Closed -$353K 115
2019
Q3
$353K Buy
+6,680
New +$353K 0.18% 90