Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $17.7M | Buy |
407,640
+255,992
| +169% | +$11.1M | 2.88% | 5 |
|
|
2016
Q3 | $5.06M | Buy |
151,648
+19
| +0% | +$634 | 0.85% | 33 |
|
|
2016
Q2 | $4.62M | Sell |
151,629
-371
| -0.2% | -$11.3K | 0.79% | 34 |
|
|
2016
Q1 | $4.62M | Sell |
152,000
-241,987
| -61% | -$7.35M | 0.76% | 37 |
|
|
2015
Q4 | $13.3M | Buy |
393,987
+233,499
| +145% | +$7.9M | 2.74% | 11 |
|
|
2015
Q3 | $5.34M | Buy |
160,488
+18,598
| +13% | +$618K | 1.32% | 19 |
|
|
2015
Q2 | $5.14M | Buy |
+141,890
| New | +$5.14M | 1.25% | 20 |
|