Avitas Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $226K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $441K | Sell |
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|
2021
Q3 | $435K | Sell |
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|
2021
Q2 | $427K | Buy |
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|
2021
Q1 | $426K | Buy |
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|
2020
Q4 | $343K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $308K | Sell |
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|
2019
Q3 | $285K | Sell |
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|
2019
Q2 | $292K | Buy |
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|
2019
Q1 | $275K | Buy |
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|
2018
Q4 | $246K | Buy |
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