CWM

Centric Wealth Management’s SPDR S&P Bank ETF KBE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,060	Closed	-$522K	–	173
2021 Q1	$522K	Hold	10,060	–	–	0.15%	136
2020 Q4	$421K	Buy	+10,060	New	+$421K	0.13%	137