Wealth Forward LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Hold |
7,117
| – | – | 0.28% | 21 |
|
|
2025
Q1 | $405K | Hold |
7,117
| – | – | 0.29% | 22 |
|
|
2024
Q4 | $430K | Sell |
7,117
-800
| -10% | -$48.3K | 0.3% | 22 |
|
|
2024
Q3 | $448K | Sell |
7,917
-55
| -0.7% | -$3.11K | 0.31% | 25 |
|
|
2024
Q2 | $391K | Hold |
7,972
| – | – | 0.31% | 25 |
|
|
2024
Q1 | $401K | Hold |
7,972
| – | – | 0.32% | 25 |
|
|
2023
Q4 | $418K | Buy |
+7,972
| New | +$418K | 0.35% | 25 |
|