SWM
Selective Wealth Management’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,400
| Closed | -$82K | – | 451 |
|
|
2022
Q3 | $82K | Sell |
1,400
-500
| -26% | -$29.3K | 0.04% | 232 |
|
|
2022
Q2 | $110K | Sell |
1,900
-300
| -14% | -$17.4K | 0.04% | 206 |
|
|
2022
Q1 | $152K | Sell |
2,200
-100
| -4% | -$6.91K | 0.06% | 162 |
|
|
2021
Q4 | $163K | Hold |
2,300
| – | – | 0.07% | 144 |
|
|
2021
Q3 | $156K | Buy |
2,300
+1,700
| +283% | +$115K | 0.08% | 127 |
|
|
2021
Q2 | $39K | Buy |
+600
| New | +$39K | 0.03% | 209 |
|