THWM
Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-275
| Closed | -$11K | – | 246 |
|
|
2020
Q2 | $11K | Buy |
+275
| New | +$11K | 0.01% | 285 |
|
|
2020
Q1 | – | Sell |
-321
| Closed | -$19K | – | 251 |
|
|
2019
Q4 | $19K | Hold |
321
| – | – | 0.01% | 275 |
|
|
2019
Q3 | $17K | Hold |
321
| – | – | 0.01% | 276 |
|
|
2019
Q2 | $17K | Hold |
321
| – | – | 0.01% | 262 |
|
|
2019
Q1 | $16K | Hold |
321
| – | – | 0.01% | 265 |
|
|
2018
Q4 | $15K | Hold |
321
| – | – | 0.01% | 257 |
|
|
2018
Q3 | $19K | Hold |
321
| – | – | 0.02% | 239 |
|
|
2018
Q2 | $20K | Hold |
321
| – | – | 0.02% | 227 |
|
|
2018
Q1 | $19K | Buy |
+321
| New | +$19K | 0.02% | 241 |
|