Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,500
| Closed | -$40K | – | 1723 |
|
|
2020
Q1 | $40K | Hold |
1,500
| – | – | 0.01% | 333 |
|
|
2019
Q4 | $70K | Hold |
1,500
| – | – | 0.02% | 267 |
|
|
2019
Q3 | $64K | Hold |
1,500
| – | – | 0.02% | 268 |
|
|
2019
Q2 | $65K | Hold |
1,500
| – | – | 0.02% | 265 |
|
|
2019
Q1 | $62K | Hold |
1,500
| – | – | 0.02% | 250 |
|
|
2018
Q4 | $56K | Buy |
+1,500
| New | +$56K | 0.02% | 241 |
|