IPC
Independent Portfolio Consultants’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-51,480
| Closed | -$1.74M | – | 782 |
|
|
2015
Q4 | $1.74M | Sell |
51,480
-8,480
| -14% | -$287K | 0.52% | 50 |
|
|
2015
Q3 | $1.99M | Buy |
59,960
+42,725
| +248% | +$1.42M | 0.43% | 71 |
|
|
2015
Q2 | $625K | Buy |
+17,235
| New | +$625K | 0.13% | 217 |
|
|
2014
Q2 | – | Sell |
-61,910
| Closed | -$2.11M | – | 837 |
|
|
2014
Q1 | $2.11M | Buy |
+61,910
| New | +$2.11M | 0.67% | 16 |
|