Sigma Investment Counselors’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
2024
Q1
Sell
-137,979
Closed -$7.23M 199
2023
Q4
$7.23M Sell
137,979
-9,284
-6% -$487K 0.51% 43
2023
Q3
$6.15M Sell
147,263
-4,242
-3% -$177K 0.46% 46
2023
Q2
$6.19M Sell
151,505
-1,044
-0.7% -$42.6K 0.45% 46
2023
Q1
$6.69M Buy
+152,549
New +$6.69M 0.52% 41