Wealthstreet Investment Advisors’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
Q1 | – | Sell |
-11,785
| Closed | -$686K | – | 329 |
|
|
2019
Q4 | $686K | Hold |
11,785
| – | – | 0.08% | 200 |
|
|
2019
Q3 | $651K | Buy |
11,785
+2,850
| +32% | +$157K | 0.08% | 194 |
|
|
2019
Q2 | $477K | Sell |
8,935
-780
| -8% | -$41.6K | 0.06% | 229 |
|
|
2019
Q1 | $499K | Sell |
9,715
-9,550
| -50% | -$491K | 0.07% | 225 |
|
|
2018
Q4 | $1.04M | Sell |
19,265
-10,770
| -36% | -$581K | 0.15% | 134 |
|
|
2018
Q3 | $1.79M | Buy |
30,035
+50
| +0.2% | +$2.97K | 0.22% | 102 |
|
|
2018
Q2 | $1.83M | Buy |
29,985
+800
| +3% | +$48.8K | 0.24% | 100 |
|
|
2018
Q1 | $1.76M | Buy |
29,185
+700
| +2% | +$42.3K | 0.22% | 108 |
|
|
2017
Q4 | $1.68M | Buy |
+28,485
| New | +$1.68M | 0.2% | 115 |
|