AIFAIM
American Institute for Advanced Investment Management’s SPDR S&P Bank ETF KBE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,000
| Closed | -$212K | – | 152 |
|
2025
Q1 | $212K | Sell |
4,000
-2,535
| -39% | -$134K | 0.16% | 134 |
|
2024
Q4 | $362K | Buy |
+6,535
| New | +$362K | 0.27% | 92 |
|
2022
Q3 | – | Sell |
-7,887
| Closed | -$346K | – | 105 |
|
2022
Q2 | $346K | Sell |
7,887
-100
| -1% | -$4.39K | 0.3% | 78 |
|
2022
Q1 | $418K | Buy |
7,987
+2,775
| +53% | +$145K | 0.3% | 74 |
|
2021
Q4 | $284K | Buy |
5,212
+1,235
| +31% | +$67.3K | 0.19% | 100 |
|
2021
Q3 | $210K | Buy |
+3,977
| New | +$210K | 0.15% | 117 |
|