TWA
TCI Wealth Advisors’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
Q2 | – | Sell |
-150
| Closed | -$10K | – | 2403 |
|
|
2022
Q1 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 1101 |
|
|
2021
Q4 | – | Sell |
-35
| Closed | -$2K | – | 2416 |
|
|
2021
Q3 | $2K | Buy |
35
+10
| +40% | +$571 | ﹤0.01% | 2132 |
|
|
2021
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 2015 |
|
|
2018
Q3 | – | Sell |
-118
| Closed | -$7K | – | 1502 |
|
|
2018
Q2 | $7K | Buy |
+118
| New | +$7K | ﹤0.01% | 705 |
|
|
2017
Q3 | – | Sell |
-299
| Closed | -$16K | – | 1351 |
|
|
2017
Q2 | $16K | Buy |
+299
| New | +$16K | 0.01% | 499 |
|