Baker Tilly Wealth Management’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
Q2 | – | Sell |
-4,527
| Closed | -$237K | – | 520 |
|
|
2022
Q1 | $237K | Hold |
4,527
| – | – | 0.03% | 466 |
|
|
2021
Q4 | $247K | Hold |
4,527
| – | – | 0.03% | 464 |
|
|
2021
Q3 | $240K | Sell |
4,527
-393
| -8% | -$20.8K | 0.03% | 451 |
|
|
2021
Q2 | $252K | Hold |
4,920
| – | – | 0.04% | 434 |
|
|
2021
Q1 | $255K | Sell |
4,920
-59
| -1% | -$3.06K | 0.05% | 399 |
|
|
2020
Q4 | $208K | Buy |
+4,979
| New | +$208K | 0.06% | 317 |
|