Arkadios Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,044
| Closed | -$221K | – | 593 |
|
|
2021
Q4 | $221K | Buy |
4,044
+10
| +0.2% | +$546 | 0.03% | 514 |
|
|
2021
Q3 | $213K | Buy |
4,034
+7
| +0.2% | +$370 | 0.03% | 489 |
|
|
2021
Q2 | $206K | Buy |
4,027
+2,655
| +194% | +$136K | 0.03% | 525 |
|
|
2021
Q1 | $71K | Sell |
1,372
-99
| -7% | -$5.12K | 0.01% | 604 |
|
|
2020
Q4 | $61K | Buy |
1,471
+10
| +0.7% | +$415 | 0.01% | 514 |
|
|
2020
Q3 | $47.5K | Sell |
1,461
-566
| -28% | -$18.4K | 0.02% | 428 |
|
|
2020
Q2 | $60K | Buy |
2,027
+1,016
| +100% | +$30.1K | 0.03% | 343 |
|
|
2020
Q1 | $27.3K | Buy |
1,011
+6
| +0.6% | +$162 | 0.02% | 430 |
|
|
2019
Q4 | $46.3K | Buy |
+1,005
| New | +$46.3K | 0.03% | 321 |
|