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