GWM
Guardian Wealth Management’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-854
| Closed | -$39.3K | – | 254 |
|
|
2023
Q4 | $39.3K | Sell |
854
-1,158
| -58% | -$53.3K | 0.03% | 114 |
|
|
2023
Q3 | $74.2K | Hold |
2,012
| – | – | 0.07% | 94 |
|
|
2023
Q2 | $72.4K | Sell |
2,012
-46
| -2% | -$1.66K | 0.07% | 95 |
|
|
2023
Q1 | $76.3K | Hold |
2,058
| – | – | 0.07% | 96 |
|
|
2022
Q4 | $92.9K | Hold |
2,058
| – | – | 0.09% | 92 |
|
|
2022
Q3 | $91K | Hold |
2,058
| – | – | 0.1% | 83 |
|
|
2022
Q2 | $90K | Hold |
2,058
| – | – | 0.1% | 84 |
|
|
2022
Q1 | $108K | Buy |
2,058
+1
| +0% | +$52 | 0.11% | 90 |
|
|
2021
Q4 | $112K | Buy |
+2,057
| New | +$112K | 0.11% | 83 |
|