WealthOne’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
Q1 | – | Sell |
-4,737
| Closed | -$278K | – | 116 |
|
|
2022
Q4 | $278K | Buy |
4,737
+33
| +0.7% | +$1.94K | 0.11% | 86 |
|
|
2022
Q3 | $277K | Sell |
4,704
-423
| -8% | -$24.9K | 0.12% | 78 |
|
|
2022
Q2 | $298K | Sell |
5,127
-68
| -1% | -$3.95K | 0.12% | 83 |
|
|
2022
Q1 | $358K | Buy |
5,195
+25
| +0.5% | +$1.72K | 0.13% | 77 |
|
|
2021
Q4 | $366K | Buy |
5,170
+29
| +0.6% | +$2.05K | 0.13% | 75 |
|
|
2021
Q3 | $348K | Buy |
5,141
+27
| +0.5% | +$1.83K | 0.13% | 90 |
|
|
2021
Q2 | $335K | Buy |
5,114
+25
| +0.5% | +$1.64K | 0.13% | 91 |
|
|
2021
Q1 | $338K | Buy |
5,089
+1,101
| +28% | +$73.1K | 0.15% | 92 |
|
|
2020
Q4 | $207K | Buy |
+3,988
| New | +$207K | 0.1% | 104 |
|
|
2020
Q1 | – | Sell |
-5,443
| Closed | -$317K | – | 92 |
|
|
2019
Q4 | $317K | Buy |
5,443
+34
| +0.6% | +$1.98K | 0.2% | 70 |
|
|
2019
Q3 | $286K | Sell |
5,409
-90
| -2% | -$4.76K | 0.2% | 67 |
|
|
2019
Q2 | $294K | Buy |
5,499
+4,832
| +724% | +$258K | 0.21% | 74 |
|
|
2019
Q1 | $339K | Sell |
667
-8,417
| -93% | -$4.28M | 0.38% | 47 |
|
|
2018
Q4 | $425K | Buy |
+9,084
| New | +$425K | 0.37% | 41 |
|