Wealthspire Advisors (Maryland)’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$255K Sell
2020
Q2
$526K Buy
2019
Q2
Sell
2019
Q1
$63K Buy
2018
Q4
$56K Hold
2018
Q3
$71K Hold
2018
Q2
$73K Hold
2018
Q1
$73K Hold
2017
Q4
$71K Hold
2017
Q3
$68K Sell
2017
Q2
$121K Buy
2017
Q1
$66K Hold
2016
Q4
$67K Hold
2016
Q3
$51K Hold
2016
Q2
$46K Hold
2016
Q1
$45K Hold
2015
Q4
$50K Buy