Accurate Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-137
Closed -$6.34K 863
2022
Q4
$6.34K Buy
+137
New +$6.43K ﹤0.01% 966

Other funds holding KBE

Accurate Wealth Management's KBE Position: Q1 2023 in Review

Accurate Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2023, closing a stake of 137 shares — an estimated $6.34K sold.

Accurate Wealth Management first reported a position in KBE in Q4 2022 and held it in 1 quarter. The position peaked at $6.34K in Q4 2022. 213 funds tracked by Wall St. Rank hold KBE as of Q1 2023.

  • Accurate Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 137 State Street SPDR S&P Bank ETF shares in Q1 2023, an estimated $6.34K.
  • Accurate Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's State Street SPDR S&P Bank ETF position peaked at $6.34K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.