TSWM
Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-311
| Closed | -$15.3K | – | 630 |
|
|
2024
Q2 | $15.3K | Hold |
311
| – | – | 0.01% | 562 |
|
|
2024
Q1 | $15.6K | Sell |
311
-7,900
| -96% | -$397K | 0.01% | 556 |
|
|
2023
Q4 | $431K | Buy |
8,211
+8,200
| +74,545% | +$430K | 0.22% | 98 |
|
|
2023
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 887 |
|
|
2023
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 859 |
|
|
2022
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 788 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 792 |
|
|
2022
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 802 |
|