CFAM
Coury Firm Asset Management’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $305K | Buy |
8,288
+83
| +1% | +$3.06K | 0.49% | 30 |
|
|
2023
Q2 | $295K | Buy |
8,205
+69
| +0.8% | +$2.48K | 0.43% | 39 |
|
|
2023
Q1 | $302K | Buy |
8,136
+61
| +0.8% | +$2.26K | 0.42% | 44 |
|
|
2022
Q4 | $365K | Buy |
8,075
+76
| +1% | +$3.43K | 0.54% | 30 |
|
|
2022
Q3 | $354K | Buy |
7,999
+52
| +0.7% | +$2.3K | 0.53% | 28 |
|
|
2022
Q2 | $349K | Sell |
7,947
-1,232
| -13% | -$54.1K | 0.46% | 31 |
|
|
2022
Q1 | $481K | Sell |
9,179
-2,716
| -23% | -$142K | 0.42% | 34 |
|
|
2021
Q4 | $649K | Buy |
+11,895
| New | +$649K | 0.49% | 28 |
|