Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-40
| Closed | -$2K | – | 1578 |
|
|
2019
Q3 | $2K | Buy |
40
+6
| +18% | +$300 | ﹤0.01% | 902 |
|
|
2019
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 1070 |
|
|
2019
Q1 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 1123 |
|
|
2018
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 1163 |
|
|
2018
Q2 | $2K | Buy |
34
+6
| +21% | +$353 | ﹤0.01% | 999 |
|
|
2018
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1171 |
|