WIM
Westside Investment Management’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-160
| Closed | -$5 | – | 661 |
|
|
2020
Q3 | $5 | Hold |
160
| – | – | ﹤0.01% | 547 |
|
|
2020
Q2 | $6 | Sell |
160
-250
| -61% | -$9 | ﹤0.01% | 525 |
|
|
2020
Q1 | $13 | Buy |
+410
| New | +$13 | ﹤0.01% | 434 |
|
|
2019
Q2 | $1.47K | Buy |
+27,587
| New | +$1.47K | ﹤0.01% | 102 |
|
|
2018
Q4 | $1.26M | Buy |
+26,867
| New | +$1.26M | 0.46% | 36 |
|
|
2018
Q3 | – | Sell |
-25,949
| Closed | -$1.6M | – | 791 |
|
|
2018
Q2 | $1.6M | Buy |
25,949
+507
| +2% | +$31.2K | 0.56% | 26 |
|
|
2018
Q1 | $1.51M | Buy |
25,442
+30
| +0.1% | +$1.78K | 0.83% | 22 |
|
|
2017
Q4 | $1.52M | Buy |
25,412
+150
| +0.6% | +$8.96K | 0.82% | 25 |
|
|
2017
Q3 | $1.43M | Buy |
25,262
+360
| +1% | +$20.4K | 0.86% | 22 |
|
|
2017
Q2 | $1.38M | Sell |
24,902
-110
| -0.4% | -$6.09K | 0.9% | 19 |
|
|
2017
Q1 | $1.33M | Buy |
+25,012
| New | +$1.33M | 0.63% | 22 |
|