Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-154,835
| Closed | -$5.17M | – | 92 |
|
|
2016
Q3 | $5.17M | Buy |
+154,835
| New | +$5.17M | 2.21% | 18 |
|
|
2015
Q1 | – | Sell |
-103,347
| Closed | -$3.47M | – | 83 |
|
|
2014
Q4 | $3.47M | Buy |
103,347
+1,430
| +1% | +$48K | 2.07% | 9 |
|
|
2014
Q3 | $3.25M | Buy |
+101,917
| New | +$3.25M | 2.09% | 12 |
|
|
2014
Q2 | – | Sell |
-133,701
| Closed | -$4.55K | – | 84 |
|
|
2014
Q1 | $4.55K | Buy |
+133,701
| New | +$4.55K | 3.05% | 8 |
|