Glassman Wealth Services’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 |
-233
| Closed | -$8K | – | 674 |
|
2016
Q3 | $8K | Hold |
233
| – | – | 0.01% | 322 |
|
2016
Q2 | $7K | Hold |
233
| – | – | 0.01% | 360 |
|
2016
Q1 | $7K | Hold |
233
| – | – | 0.01% | 348 |
|
2015
Q4 | $8K | Hold |
233
| – | – | 0.01% | 335 |
|
2015
Q3 | $8K | Hold |
233
| – | – | 0.01% | 321 |
|
2015
Q2 | $8K | Hold |
233
| – | – | 0.01% | 345 |
|
2015
Q1 | $8K | Hold |
233
| – | – | 0.01% | 350 |
|
2014
Q4 | $8K | Buy |
+233
| New | +$8K | 0.01% | 395 |
|