Cooper Financial Group’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
Q1 | – | Sell |
-6,874
| Closed | -$325K | – | 168 |
|
|
2019
Q4 | $325K | Buy |
6,874
+173
| +3% | +$8.18K | 0.13% | 98 |
|
|
2019
Q3 | $289K | Buy |
6,701
+327
| +5% | +$14.1K | 0.13% | 100 |
|
|
2019
Q2 | $276K | Buy |
6,374
+268
| +4% | +$11.6K | 0.13% | 94 |
|
|
2019
Q1 | $255K | Buy |
6,106
+356
| +6% | +$14.9K | 0.14% | 91 |
|
|
2018
Q4 | $215K | Buy |
+5,750
| New | +$215K | 0.15% | 94 |
|