Vector Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,455
| Closed | -$354K | – | 81 |
|
|
2015
Q4 | $354K | Sell |
8,455
-11,150
| -57% | -$467K | 0.28% | 49 |
|
|
2015
Q3 | $895K | Sell |
19,605
-4,485
| -19% | -$205K | 0.7% | 22 |
|
|
2015
Q2 | $1.06M | Hold |
24,090
| – | – | 0.84% | 17 |
|
|
2015
Q1 | $984K | Sell |
24,090
-1,100
| -4% | -$44.9K | 0.8% | 14 |
|
|
2014
Q4 | $1.03M | Sell |
25,190
-2,400
| -9% | -$97.7K | 0.77% | 10 |
|
|
2014
Q3 | $1.05M | Hold |
27,590
| – | – | 0.77% | 11 |
|
|
2014
Q2 | $1.11M | Buy |
27,590
+2,505
| +10% | +$101K | 0.82% | 11 |
|
|
2014
Q1 | $1.04M | Buy |
+25,085
| New | +$1.04M | 0.75% | 11 |
|