WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,553
| Closed | -$244K | – | 194 |
|
|
2023
Q1 | $244K | Sell |
5,553
-4,964
| -47% | -$218K | 0.1% | 167 |
|
|
2022
Q4 | $618K | Buy |
10,517
+4,454
| +73% | +$262K | 0.26% | 75 |
|
|
2022
Q3 | $352K | Hold |
6,063
| – | – | 0.15% | 130 |
|
|
2022
Q2 | $352K | Buy |
6,063
+508
| +9% | +$29.5K | 0.15% | 130 |
|
|
2022
Q1 | $383K | Sell |
5,555
-1,011
| -15% | -$69.7K | 0.14% | 119 |
|
|
2021
Q4 | $465K | Sell |
6,566
-4,008
| -38% | -$284K | 0.17% | 104 |
|
|
2021
Q3 | $716K | Sell |
10,574
-1,994
| -16% | -$135K | 0.27% | 78 |
|
|
2021
Q2 | $824K | Buy |
12,568
+3,077
| +32% | +$202K | 0.3% | 73 |
|
|
2021
Q1 | $630K | Buy |
+9,491
| New | +$630K | 0.26% | 82 |
|
|
2020
Q1 | – | Sell |
-18,283
| Closed | -$1.07M | – | 129 |
|
|
2019
Q4 | $1.07M | Sell |
18,283
-1,430
| -7% | -$83.3K | 0.69% | 38 |
|
|
2019
Q3 | $1.04M | Sell |
19,713
-7,303
| -27% | -$386K | 0.75% | 34 |
|
|
2019
Q2 | $1.26M | Buy |
27,016
+2,356
| +10% | +$110K | 1.15% | 23 |
|
|
2019
Q1 | $1.36M | Sell |
24,660
-2,356
| -9% | -$129K | 0.86% | 25 |
|
|
2018
Q4 | $1.26M | Buy |
+27,016
| New | +$1.26M | 0.96% | 23 |
|