Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Hold |
0
| – | -$320K | – | 502 |
|
|
2016
Q4 | – | Hold |
0
| – | -$588K | – | 343 |
|
|
2016
Q3 | – | Sell |
-15,325
| Closed | -$462K | – | 342 |
|
|
2016
Q2 | $462K | Sell |
15,325
-4,810
| -24% | -$145K | 0.06% | 358 |
|
|
2016
Q1 | $607K | Buy |
+20,135
| New | +$607K | 0.08% | 304 |
|
|
2015
Q4 | – | Sell |
-20,228
| Closed | -$679K | – | 714 |
|
|
2015
Q3 | $679K | Buy |
+20,228
| New | +$679K | 0.09% | 280 |
|
|
2015
Q1 | – | Hold |
0
| – | -$281K | – | 563 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 476 |
|