D.L. Carlson Investment Group’s SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $302K | Sell |
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|
2019
Q4 | $580K | Sell |
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|
2019
Q3 | $530K | Sell |
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|
2019
Q2 | $558K | Sell |
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|
2019
Q1 | $539K | Sell |
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|
2018
Q4 | $491K | Buy |
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|
2018
Q3 | $610K | Sell |
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|
2018
Q2 | $628K | Sell |
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|
2018
Q1 | $645K | Buy |
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|
2017
Q4 | $561K | Buy |
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|
2017
Q3 | $525K | Sell |
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|
2017
Q2 | $513K | Sell |
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|
2017
Q1 | $2.56M | Sell |
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|
2016
Q4 | $2.66M | Buy |
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|
2016
Q3 | $809K | Buy |
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|
2016
Q2 | $419K | Sell |
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|
2016
Q1 | $442K | Sell |
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|
2015
Q4 | $498K | Hold |
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|
2015
Q3 | $489K | Sell |
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|
2015
Q2 | $625K | Sell |
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|
2015
Q1 | $599K | Sell |
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|
2014
Q4 | $616K | Buy |
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|
2014
Q3 | $486K | Buy |
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|
2014
Q2 | $505K | Sell |
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|
2014
Q1 | $519K | Buy |
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|
2013
Q4 | $496K | Buy |
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|
2013
Q3 | $392K | Buy |
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|
2013
Q2 | $307K | Buy |
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