Wealthcare Advisory Partners’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 | $542K | Sell |
9,127
-434
| -5% | -$25.8K | 0.01% | 626 |
|
|
2025
Q1 | $544K | Sell |
9,561
-1,535
| -14% | -$87.3K | 0.01% | 573 |
|
|
2024
Q4 | $670K | Buy |
11,096
+2,251
| +25% | +$136K | 0.02% | 506 |
|
|
2024
Q3 | $501K | Buy |
8,845
+1,732
| +24% | +$98K | 0.01% | 566 |
|
|
2024
Q2 | $349K | Sell |
7,113
-94
| -1% | -$4.62K | 0.01% | 632 |
|
|
2024
Q1 | $362K | Buy |
7,207
+934
| +15% | +$47K | 0.01% | 619 |
|
|
2023
Q4 | $329K | Buy |
+6,273
| New | +$329K | 0.01% | 584 |
|
|
2023
Q2 | – | Sell |
-106,097
| Closed | -$4.65M | – | 739 |
|
|
2023
Q1 | $4.65M | Buy |
+106,097
| New | +$4.65M | 0.2% | 89 |
|
|
2021
Q2 | – | Sell |
-1,120
| Closed | -$74K | – | 1252 |
|
|
2021
Q1 | $74K | Buy |
+1,120
| New | +$74K | 0.01% | 758 |
|
|
2020
Q2 | – | Sell |
-1,750
| Closed | -$57K | – | 897 |
|
|
2020
Q1 | $57K | Buy |
1,750
+302
| +21% | +$9.84K | 0.01% | 484 |
|
|
2019
Q4 | $84K | Buy |
1,448
+1
| +0.1% | +$58 | 0.01% | 436 |
|
|
2019
Q3 | $76K | Sell |
1,447
-49
| -3% | -$2.57K | 0.01% | 453 |
|
|
2019
Q2 | $80K | Sell |
1,496
-78
| -5% | -$4.17K | 0.01% | 427 |
|
|
2019
Q1 | $81K | Buy |
1,574
+51
| +3% | +$2.63K | 0.01% | 377 |
|
|
2018
Q4 | $71K | Buy |
1,523
+1
| +0.1% | +$47 | 0.01% | 368 |
|
|
2018
Q3 | $90K | Buy |
1,522
+120
| +9% | +$7.1K | 0.02% | 353 |
|
|
2018
Q2 | $86K | Buy |
1,402
+1,120
| +397% | +$68.7K | 0.02% | 358 |
|
|
2018
Q1 | $17K | Sell |
282
-33
| -10% | -$1.99K | ﹤0.01% | 623 |
|
|
2017
Q4 | $19K | Buy |
315
+1
| +0.3% | +$60 | ﹤0.01% | 551 |
|
|
2017
Q3 | $18K | Buy |
314
+281
| +852% | +$16.1K | 0.01% | 448 |
|
|
2017
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 95 |
|
|
2017
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 92 |
|