Heck Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,529
| Closed | -$309K | – | 106 |
|
|
2019
Q4 | $309K | Sell |
6,529
-27
| -0.4% | -$1.28K | 0.07% | 73 |
|
|
2019
Q3 | $283K | Sell |
6,556
-94
| -1% | -$4.06K | 0.09% | 70 |
|
|
2019
Q2 | $288K | Buy |
6,650
+142
| +2% | +$6.16K | 0.08% | 68 |
|
|
2019
Q1 | $272K | Sell |
6,508
-51
| -0.8% | -$2.13K | 0.08% | 65 |
|
|
2018
Q4 | $245K | Sell |
6,559
-373
| -5% | -$13.9K | 0.09% | 60 |
|
|
2018
Q3 | $323K | Hold |
6,932
| – | – | 0.11% | 56 |
|
|
2018
Q2 | $327K | Buy |
6,932
+262
| +4% | +$12.4K | 0.12% | 50 |
|
|
2018
Q1 | $319K | Sell |
6,670
-344
| -5% | -$16.5K | 0.14% | 42 |
|
|
2017
Q4 | $332K | Buy |
7,014
+89
| +1% | +$4.21K | 0.16% | 41 |
|
|
2017
Q3 | $312K | Sell |
6,925
-247
| -3% | -$11.1K | 0.17% | 40 |
|
|
2017
Q2 | $312K | Sell |
7,172
-2,178
| -23% | -$94.8K | 0.18% | 35 |
|
|
2017
Q1 | $402K | Buy |
+9,350
| New | +$402K | 0.25% | 28 |
|