Beaumont Capital Management’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 |
-4,383
| Closed | -$547K | – | 52 |
|
|
2024
Q3 | $547K | Sell |
4,383
-292
| -6% | -$36.5K | 0.4% | 37 |
|
|
2024
Q2 | $516K | Sell |
4,675
-150
| -3% | -$16.5K | 0.4% | 38 |
|
|
2024
Q1 | $533K | Sell |
4,825
-362
| -7% | -$40K | 0.39% | 40 |
|
|
2023
Q4 | $529K | Sell |
5,187
-5,369
| -51% | -$547K | 0.4% | 39 |
|
|
2023
Q3 | $916K | Buy |
+10,556
| New | +$916K | 0.66% | 31 |
|
|
2022
Q1 | – | Sell |
-5,312
| Closed | -$550K | – | 45 |
|
|
2021
Q4 | $550K | Buy |
+5,312
| New | +$550K | 0.32% | 36 |
|