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