Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-129
| Closed | -$6.49K | – | 1517 |
|
|
2024
Q1 | $6.49K | Buy |
+129
| New | +$6.49K | ﹤0.01% | 1023 |
|
|
2022
Q2 | – | Sell |
-7,865
| Closed | -$542K | – | 336 |
|
|
2022
Q1 | $542K | Sell |
7,865
-111
| -1% | -$7.65K | 0.04% | 230 |
|
|
2021
Q4 | $565K | Sell |
7,976
-2,250
| -22% | -$159K | 0.04% | 236 |
|
|
2021
Q3 | $693K | Hold |
10,226
| – | – | 0.06% | 214 |
|
|
2021
Q2 | $670K | Sell |
10,226
-485
| -5% | -$31.8K | 0.06% | 215 |
|
|
2021
Q1 | $711K | Buy |
+10,711
| New | +$711K | 0.07% | 200 |
|