Epstein & White Financial’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
2021
Q2
$259K Hold
5,040
0.07% 74
2021
Q1
$262K Sell
5,040
-1,986
-28% -$103K 0.08% 63
2020
Q4
$295K Sell
7,026
-1
-0% -$42 0.09% 59
2020
Q3
$207K Buy
7,027
+484
+7% +$14.3K 0.07% 71
2020
Q2
$207K Buy
+6,543
New +$207K 0.08% 71