GoalVest Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-32
| Closed | -$1K | – | 288 |
|
|
2022
Q2 | $1K | Sell |
32
-19,732
| -100% | -$617K | ﹤0.01% | 294 |
|
|
2022
Q1 | $1.04M | Buy |
+19,764
| New | +$1.04M | 0.58% | 44 |
|
|
2021
Q2 | $915K | Buy |
17,828
+5,606
| +46% | +$288K | 0.57% | 51 |
|
|
2021
Q1 | $634K | Buy |
+12,222
| New | +$634K | 0.47% | 72 |
|