First Heartland Consultants’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
2017
Q4
Sell
-8,753
Closed -$395K 301
2017
Q3
$395K Hold
8,753
0.1% 243
2017
Q2
$381K Buy
8,753
+65
+0.7% +$2.83K 0.1% 236
2017
Q1
$373K Buy
8,688
+3,618
+71% +$155K 0.1% 225
2016
Q4
$220K Buy
+5,070
New +$220K 0.07% 294