Tanglewood Legacy Advisors’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
-1,000
Closed -$52.4K 299
2023
Q4
$52.4K Hold
1,000
0.03% 152
2023
Q3
$41.8K Hold
1,000
0.03% 171
2023
Q2
$40.8K Buy
1,000
+700
+233% +$28.6K 0.02% 174
2023
Q1
$13.2K Buy
+300
New +$13.2K 0.01% 227