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Capital Planning Advisors’s SPDR S&P Bank ETF KBE Stock Holding History

Capital Planning Advisors’s Portfolio KBE Stock Details KBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-24,752
Closed -$837K – 103
2015
Q4 		$837K Buy
+24,752
New +$837K 0.49% 48