BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.7K | Hold |
75
| – | – | ﹤0.01% | 832 |
|
|
2023
Q1 | $2.78K | Hold |
75
| – | – | ﹤0.01% | 873 |
|
|
2022
Q4 | $3.39K | Sell |
75
-745
| -91% | -$33.6K | ﹤0.01% | 813 |
|
|
2022
Q3 | $36K | Hold |
820
| – | – | ﹤0.01% | 460 |
|
|
2022
Q2 | $36K | Hold |
820
| – | – | ﹤0.01% | 464 |
|
|
2022
Q1 | $43K | Hold |
820
| – | – | ﹤0.01% | 460 |
|
|
2021
Q4 | $45K | Hold |
820
| – | – | ﹤0.01% | 461 |
|
|
2021
Q3 | $43K | Buy |
820
+745
| +993% | +$39.1K | ﹤0.01% | 469 |
|
|
2021
Q2 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 903 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$3K | – | 920 |
|
|
2020
Q2 | $3K | Sell |
100
-222
| -69% | -$6.66K | ﹤0.01% | 597 |
|
|
2020
Q1 | $9K | Buy |
322
+1
| +0.3% | +$28 | ﹤0.01% | 552 |
|
|
2019
Q4 | $15K | Buy |
321
+2
| +0.6% | +$93 | ﹤0.01% | 406 |
|
|
2019
Q3 | $14K | Buy |
319
+1
| +0.3% | +$44 | ﹤0.01% | 432 |
|
|
2019
Q2 | $14K | Hold |
318
| – | – | ﹤0.01% | 414 |
|
|
2019
Q1 | $13K | Hold |
318
| – | – | ﹤0.01% | 403 |
|
|
2018
Q4 | $12K | Hold |
318
| – | – | ﹤0.01% | 390 |
|
|
2018
Q3 | $15K | Hold |
318
| – | – | ﹤0.01% | 416 |
|
|
2018
Q2 | $15K | Buy |
318
+218
| +218% | +$10.3K | 0.01% | 412 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 442 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 371 |
|
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 341 |
|
|
2017
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 446 |
|