WESPAC Advisors SoCal’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
-22,797
Closed -$1.34M 90
2022
Q4
$1.34M Buy
22,797
+320
+1% +$18.8K 0.5% 44
2022
Q3
$1.44M Buy
22,477
+26
+0.1% +$1.66K 0.6% 37
2022
Q2
$1.3M Sell
22,451
-314
-1% -$18.2K 0.5% 41
2022
Q1
$1.57M Buy
+22,765
New +$1.57M 0.48% 42