The Family Firm’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
Q3 | – | Sell |
-1,216
| Closed | -$59.7K | – | 565 |
|
2024
Q2 | $59.7K | Buy |
+1,216
| New | +$59.7K | 0.01% | 372 |
|
2018
Q3 | – | Sell |
-3,439
| Closed | -$210K | – | 138 |
|
2018
Q2 | $210K | Buy |
3,439
+13
| +0.4% | +$794 | 0.08% | 126 |
|
2018
Q1 | $207K | Buy |
3,426
+3
| +0.1% | +$181 | 0.08% | 133 |
|
2017
Q4 | $201K | Buy |
+3,423
| New | +$201K | 0.08% | 128 |
|