WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,500
| Closed | -$63K | – | 1606 |
|
|
2015
Q4 | $63K | Hold |
1,500
| – | – | 0.02% | 600 |
|
|
2015
Q3 | $62K | Sell |
1,500
-151
| -9% | -$6.24K | 0.02% | 578 |
|
|
2015
Q2 | $73K | Buy |
1,651
+1,500
| +993% | +$66.3K | 0.02% | 621 |
|
|
2015
Q1 | $6K | Sell |
151
-1,849
| -92% | -$73.5K | ﹤0.01% | 1311 |
|
|
2014
Q4 | $81K | Buy |
+2,000
| New | +$81K | 0.02% | 709 |
|
|
2014
Q1 | – | Sell |
-720
| Closed | -$29K | – | 2100 |
|
|
2013
Q4 | $29K | Buy |
720
+2
| +0.3% | +$81 | ﹤0.01% | 1188 |
|
|
2013
Q3 | $26K | Buy |
+718
| New | +$26K | ﹤0.01% | 1163 |
|