IHT Wealth Management’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,286
| Closed | -$234K | – | 817 |
|
|
2021
Q4 | $234K | Buy |
4,286
+12
| +0.3% | +$655 | 0.02% | 702 |
|
|
2021
Q3 | $226K | Sell |
4,274
-168
| -4% | -$8.88K | 0.02% | 697 |
|
|
2021
Q2 | $228K | Buy |
4,442
+140
| +3% | +$7.19K | 0.01% | 818 |
|
|
2021
Q1 | $223K | Buy |
+4,302
| New | +$223K | 0.02% | 732 |
|
|
2018
Q2 | – | Sell |
-1,580
| Closed | -$74K | – | 922 |
|
|
2018
Q1 | $74K | Buy |
1,580
+230
| +17% | +$10.8K | 0.02% | 565 |
|
|
2017
Q4 | $65K | Hold |
1,350
| – | – | 0.02% | 616 |
|
|
2017
Q3 | $61K | Hold |
1,350
| – | – | 0.03% | 468 |
|
|
2017
Q2 | $5 | Hold |
1,350
| – | – | ﹤0.01% | 1102 |
|
|
2017
Q1 | $57K | Buy |
1,350
+950
| +238% | +$40.1K | 0.04% | 388 |
|
|
2016
Q4 | $17K | Buy |
+400
| New | +$17K | 0.01% | 684 |
|