WP
WealthShield Partners’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-91
| Closed | -$5.15K | – | 509 |
|
|
2024
Q3 | $5.15K | Buy |
+91
| New | +$5.15K | ﹤0.01% | 459 |
|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$61.2K | – | 498 |
|
|
2023
Q2 | $61.2K | Sell |
1,500
-500
| -25% | -$20.4K | 0.01% | 370 |
|
|
2023
Q1 | $87.7K | Buy |
+2,000
| New | +$87.7K | 0.01% | 346 |
|
|
2021
Q3 | – | Sell |
-2,189
| Closed | -$143K | – | 501 |
|
|
2021
Q2 | $143K | Sell |
2,189
-111,250
| -98% | -$7.27M | 0.02% | 309 |
|
|
2021
Q1 | $7.53M | Buy |
+113,439
| New | +$7.53M | 1.35% | 18 |
|