AWA
Aaron Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-397,074
| Closed | -$7.59M | – | 526 |
|
|
2022
Q1 | $7.59M | Buy |
397,074
+389,489
| +5,135% | +$7.44M | 0.11% | 97 |
|
|
2021
Q4 | $413K | Hold |
7,585
| – | – | 0.12% | 115 |
|
|
2021
Q3 | $401K | Hold |
7,585
| – | – | 0.11% | 105 |
|
|
2021
Q2 | $389K | Hold |
7,585
| – | – | 0.13% | 109 |
|
|
2021
Q1 | $393K | Hold |
7,585
| – | – | 0.14% | 100 |
|
|
2020
Q4 | $317K | Buy |
+7,585
| New | +$317K | 0.12% | 102 |
|