CAN
Claraphi Advisory Network’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,178
| Closed | -$86K | – | 777 |
|
|
2020
Q1 | $86K | Sell |
3,178
-2,191
| -41% | -$59.3K | 0.04% | 362 |
|
|
2019
Q4 | $254K | Sell |
5,369
-498
| -8% | -$23.6K | 0.16% | 153 |
|
|
2019
Q3 | $253K | Sell |
5,867
-375
| -6% | -$16.2K | 0.15% | 152 |
|
|
2019
Q2 | $271K | Sell |
6,242
-500
| -7% | -$21.7K | 0.16% | 170 |
|
|
2019
Q1 | $282K | Sell |
6,742
-80
| -1% | -$3.35K | 0.18% | 151 |
|
|
2018
Q4 | $255K | Buy |
6,822
+1,270
| +23% | +$47.5K | 0.2% | 141 |
|
|
2018
Q3 | $259K | Sell |
5,552
-96
| -2% | -$4.48K | 0.14% | 198 |
|
|
2018
Q2 | $266K | Hold |
5,648
| – | – | 0.17% | 176 |
|
|
2018
Q1 | $270K | Buy |
5,648
+4
| +0.1% | +$191 | 0.19% | 163 |
|
|
2017
Q4 | $267K | Buy |
+5,644
| New | +$267K | 0.21% | 152 |
|