SMA
Sage Mountain Advisors’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-34
| Closed | -$1.92K | – | 499 |
|
|
2024
Q3 | $1.92K | Buy |
+34
| New | +$1.92K | ﹤0.01% | 482 |
|
|
2023
Q3 | – | Sell |
-80
| Closed | -$3.27K | – | 376 |
|
|
2023
Q2 | $3.27K | Buy |
+80
| New | +$3.27K | ﹤0.01% | 339 |
|
|
2021
Q4 | – | Sell |
-570
| Closed | -$39K | – | 694 |
|
|
2021
Q3 | $39K | Hold |
570
| – | – | 0.01% | 529 |
|
|
2021
Q2 | $37K | Hold |
570
| – | – | 0.01% | 485 |
|
|
2021
Q1 | $38K | Buy |
+570
| New | +$38K | 0.01% | 416 |
|