Hefty Wealth Partners’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
2018
Q1
$44K Sell
915
-281
-23% -$13.5K 0.03% 147
2017
Q4
$57K Sell
1,196
-158
-12% -$7.53K 0.04% 136
2017
Q3
$61K Buy
+1,354
New +$61K 0.04% 124
2016
Q4
Sell
-1,726
Closed -$57K 247
2016
Q3
$57K Buy
+1,726
New +$57K 0.04% 116