FMWA
Forvis Mazars Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,090
| Closed | -$430K | – | 298 |
|
|
2019
Q4 | $430K | Hold |
9,090
| – | – | 0.03% | 207 |
|
|
2019
Q3 | $392K | Hold |
9,090
| – | – | 0.03% | 201 |
|
|
2019
Q2 | $394K | Hold |
9,090
| – | – | 0.03% | 191 |
|
|
2019
Q1 | $380K | Hold |
9,090
| – | – | 0.03% | 187 |
|
|
2018
Q4 | $340K | Hold |
9,090
| – | – | 0.03% | 170 |
|
|
2018
Q3 | $423K | Hold |
9,090
| – | – | 0.04% | 164 |
|
|
2018
Q2 | $429K | Hold |
9,090
| – | – | 0.04% | 159 |
|
|
2018
Q1 | $435K | Buy |
+9,090
| New | +$435K | 0.04% | 164 |
|