AWM
Aries Wealth Management’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,930
| Closed | -$230K | – | 121 |
|
|
2018
Q3 | $230K | Hold |
4,930
| – | – | 0.21% | 114 |
|
|
2018
Q2 | $238K | Hold |
4,930
| – | – | 0.22% | 105 |
|
|
2018
Q1 | $235K | Hold |
4,930
| – | – | 0.23% | 105 |
|
|
2017
Q4 | $250K | Buy |
+4,930
| New | +$250K | 0.23% | 99 |
|