GWA
Guidant Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $45K | Hold |
1,032
| – | – | 0.02% | 179 |
|
|
2019
Q2 | $45K | Hold |
1,032
| – | – | 0.02% | 180 |
|
|
2019
Q1 | $43K | Hold |
1,032
| – | – | 0.02% | 189 |
|
|
2018
Q4 | $38K | Buy |
+1,032
| New | +$38K | 0.02% | 142 |
|
|
2017
Q3 | – | Sell |
-1,032
| Closed | -$45K | – | 215 |
|
|
2017
Q2 | $45K | Hold |
1,032
| – | – | 0.02% | 116 |
|
|
2017
Q1 | $43K | Hold |
1,032
| – | – | 0.02% | 117 |
|
|
2016
Q4 | $45K | Hold |
1,032
| – | – | 0.03% | 102 |
|
|
2016
Q3 | $35K | Buy |
+1,032
| New | +$35K | 0.02% | 107 |
|