Cornerstone Financial 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
2017
Q4
$649K Sell
13,667
-1,533
-10% -$72.8K 0.21% 80
2017
Q3
$684K Sell
15,200
-3,406
-18% -$153K 0.26% 63
2017
Q2
$806K Buy
18,606
+2,151
+13% +$93.2K 0.32% 58
2017
Q1
$707K Sell
16,455
-12,389
-43% -$532K 0.24% 78
2016
Q4
$1.26M Buy
28,844
+12,104
+72% +$527K 0.4% 59
2016
Q3
$558K Buy
16,740
+7,292
+77% +$243K 0.2% 82
2016
Q2
$291K Buy
+9,448
New +$291K 0.1% 131