Grimes & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,782
| Closed | -$226K | – | 253 |
|
|
2019
Q4 | $226K | Hold |
4,782
| – | – | 0.01% | 242 |
|
|
2019
Q3 | $206K | Hold |
4,782
| – | – | 0.01% | 241 |
|
|
2019
Q2 | $207K | Buy |
+4,782
| New | +$207K | 0.02% | 234 |
|
|
2018
Q4 | – | Sell |
-4,827
| Closed | -$225K | – | 242 |
|
|
2018
Q3 | $225K | Hold |
4,827
| – | – | 0.02% | 221 |
|
|
2018
Q2 | $228K | Hold |
4,827
| – | – | 0.02% | 213 |
|
|
2018
Q1 | $231K | Buy |
+4,827
| New | +$231K | 0.02% | 208 |
|