CFM Wealth Partners’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
2020
Q3
Sell
-7,305
Closed -$230K 323
2020
Q2
$230K Sell
7,305
-2,389
-25% -$75.2K 0.09% 134
2020
Q1
$261K Sell
9,694
-355
-4% -$9.56K 0.12% 110
2019
Q4
$469K Buy
+10,049
New +$469K 0.17% 91