Summit Wealth Partners’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
2020
Q1
Sell
-4,373
Closed -$255K 119
2019
Q4
$255K Buy
+4,373
New +$255K 0.09% 100