Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
252
+2
| +0.8% | +$119 | ﹤0.01% | 256 |
|
|
2025
Q1 | $14.2K | Buy |
250
+1
| +0.4% | +$57 | ﹤0.01% | 252 |
|
|
2024
Q4 | $15K | Sell |
249
-468
| -65% | -$28.2K | ﹤0.01% | 252 |
|
|
2024
Q3 | $40.6K | Buy |
717
+2
| +0.3% | +$113 | 0.01% | 171 |
|
|
2024
Q2 | $35.1K | Sell |
715
-891
| -55% | -$43.8K | 0.01% | 173 |
|
|
2024
Q1 | $80.7K | Buy |
1,606
+9
| +0.6% | +$452 | 0.02% | 118 |
|
|
2023
Q4 | $83.7K | Buy |
1,597
+9
| +0.6% | +$472 | 0.03% | 113 |
|
|
2023
Q3 | $66K | Sell |
1,588
-49
| -3% | -$2.04K | 0.02% | 120 |
|
|
2023
Q2 | $67K | Buy |
1,637
+1,362
| +495% | +$55.7K | 0.02% | 115 |
|
|
2023
Q1 | $12K | Buy |
+275
| New | +$12K | ﹤0.01% | 230 |
|
|
2022
Q2 | – | Sell |
-23
| Closed | -$2K | – | 455 |
|
|
2022
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 383 |
|
|
2021
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 403 |
|
|
2021
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 413 |
|
|
2021
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 421 |
|
|
2018
Q2 | – | Sell |
-257
| Closed | -$16K | – | 356 |
|
|
2018
Q1 | $16K | Sell |
257
-94
| -27% | -$5.85K | 0.01% | 167 |
|
|
2017
Q4 | $21K | Buy |
351
+256
| +269% | +$15.3K | 0.01% | 142 |
|
|
2017
Q3 | $5K | Sell |
95
-5,357
| -98% | -$282K | ﹤0.01% | 207 |
|
|
2017
Q2 | $300K | Hold |
5,452
| – | – | 0.19% | 67 |
|
|
2017
Q1 | $298K | Hold |
5,452
| – | – | 0.19% | 68 |
|
|
2016
Q4 | $303K | Buy |
+5,452
| New | +$303K | 0.21% | 60 |
|
|
2015
Q3 | – | Sell |
-121,447
| Closed | -$5.36M | – | 258 |
|
|
2015
Q2 | $5.36M | Buy |
+121,447
| New | +$5.36M | 2.93% | 7 |
|