Capital Advisors Wealth 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
2022
Q1
Sell
-29,902
Closed -$3.1M 129
2021
Q4
$3.1M Buy
29,902
+3,165
+12% +$328K 0.94% 29
2021
Q3
$2.55M Buy
+26,737
New +$2.55M 0.9% 27