Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-800
| Closed | -$37K | – | 586 |
|
|
2018
Q3 | $37K | Hold |
800
| – | – | 0.01% | 287 |
|
|
2018
Q2 | $38K | Buy |
800
+400
| +100% | +$19K | 0.01% | 276 |
|
|
2018
Q1 | $19K | Hold |
400
| – | – | 0.01% | 312 |
|
|
2017
Q4 | $19K | Hold |
400
| – | – | 0.01% | 315 |
|
|
2017
Q3 | $18K | Hold |
400
| – | – | 0.01% | 310 |
|
|
2017
Q2 | $18K | Hold |
400
| – | – | 0.01% | 307 |
|
|
2017
Q1 | $17K | Buy |
+400
| New | +$17K | 0.01% | 299 |
|