HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-380
| Closed | -$16K | – | 229 |
|
|
2020
Q4 | $16K | Hold |
380
| – | – | ﹤0.01% | 239 |
|
|
2020
Q3 | $11K | Hold |
380
| – | – | ﹤0.01% | 222 |
|
|
2020
Q2 | $12K | Hold |
380
| – | – | ﹤0.01% | 221 |
|
|
2020
Q1 | $10K | Hold |
380
| – | – | ﹤0.01% | 210 |
|
|
2019
Q4 | $18K | Buy |
+380
| New | +$18K | ﹤0.01% | 197 |
|