Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$3.6K | – | 690 |
|
|
2023
Q2 | $3.6K | Buy |
+100
| New | +$3.6K | ﹤0.01% | 536 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$9.03K | – | 681 |
|
|
2022
Q4 | $9.03K | Sell |
200
-240
| -55% | -$10.8K | ﹤0.01% | 383 |
|
|
2022
Q3 | $19K | Buy |
440
+40
| +10% | +$1.73K | 0.01% | 299 |
|
|
2022
Q2 | $18K | Buy |
400
+50
| +14% | +$2.25K | 0.01% | 324 |
|
|
2022
Q1 | $18K | Buy |
+350
| New | +$18K | 0.01% | 333 |
|