Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $255K | Sell |
7,148
-6,551
| -48% | -$234K | 0.01% | 382 |
|
|
2020
Q2 | $526K | Buy |
+13,699
| New | +$526K | 0.04% | 248 |
|
|
2019
Q2 | – | Sell |
-1,219
| Closed | -$63K | – | 1306 |
|
|
2019
Q1 | $63K | Buy |
1,219
+16
| +1% | +$827 | ﹤0.01% | 810 |
|
|
2018
Q4 | $56K | Hold |
1,203
| – | – | 0.01% | 809 |
|
|
2018
Q3 | $71K | Hold |
1,203
| – | – | 0.01% | 825 |
|
|
2018
Q2 | $73K | Hold |
1,203
| – | – | 0.01% | 827 |
|
|
2018
Q1 | $73K | Hold |
1,203
| – | – | 0.01% | 833 |
|
|
2017
Q4 | $71K | Hold |
1,203
| – | – | 0.01% | 861 |
|
|
2017
Q3 | $68K | Sell |
1,203
-1,000
| -45% | -$56.5K | 0.01% | 860 |
|
|
2017
Q2 | $121K | Buy |
2,203
+1,000
| +83% | +$54.9K | 0.01% | 618 |
|
|
2017
Q1 | $66K | Hold |
1,203
| – | – | 0.01% | 724 |
|
|
2016
Q4 | $67K | Hold |
1,203
| – | – | 0.01% | 691 |
|
|
2016
Q3 | $51K | Hold |
1,203
| – | – | 0.01% | 767 |
|
|
2016
Q2 | $46K | Hold |
1,203
| – | – | 0.01% | 760 |
|
|
2016
Q1 | $45K | Hold |
1,203
| – | – | 0.01% | 730 |
|
|
2015
Q4 | $50K | Buy |
+1,203
| New | +$50K | 0.01% | 714 |
|