Atria Wealth Solutions’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
Q4
Sell
-5,640
Closed -$250K 1835
2022
Q3
$250K Buy
5,640
+182
+3% +$8.06K ﹤0.01% 1409
2022
Q2
$239K Buy
5,458
+633
+13% +$27.7K ﹤0.01% 1323
2022
Q1
$253K Buy
+4,825
New +$253K ﹤0.01% 1416