Atria Investments’s SPDR S&P Capital Markets ETF KCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,650
| Closed | -$331K | – | 1922 |
|
2024
Q3 | $331K | Sell |
2,650
-6,982
| -72% | -$872K | ﹤0.01% | 1571 |
|
2024
Q2 | $1.06M | Sell |
9,632
-8,714
| -47% | -$961K | 0.01% | 900 |
|
2024
Q1 | $2.03M | Buy |
18,346
+694
| +4% | +$76.7K | 0.03% | 649 |
|
2023
Q4 | $1.8M | Buy |
+17,652
| New | +$1.8M | 0.03% | 635 |
|
2022
Q2 | – | Sell |
-15,096
| Closed | -$1.38M | – | 819 |
|
2022
Q1 | $1.38M | Buy |
15,096
+45
| +0.3% | +$4.11K | 0.02% | 710 |
|
2021
Q4 | $1.56M | Buy |
15,051
+542
| +4% | +$56.2K | 0.03% | 660 |
|
2021
Q3 | $1.38M | Buy |
+14,509
| New | +$1.38M | 0.03% | 668 |
|