Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.06K | Buy |
90
+45
| +100% | +$2.03K | ﹤0.01% | 908 |
|
|
2022
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 882 |
|
|
2022
Q2 | $1.98K | Hold |
45
| – | – | ﹤0.01% | 886 |
|
|
2022
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 899 |
|
|
2021
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 822 |
|
|
2021
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 833 |
|