Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-765
| Closed | -$26K | – | 654 |
|
|
2016
Q3 | $26K | Hold |
765
| – | – | 0.01% | 544 |
|
|
2016
Q2 | $23K | Hold |
765
| – | – | 0.01% | 563 |
|
|
2016
Q1 | $23K | Hold |
765
| – | – | 0.01% | 526 |
|
|
2015
Q4 | $26K | Buy |
765
+500
| +189% | +$17K | 0.01% | 525 |
|
|
2015
Q3 | $9K | Hold |
265
| – | – | ﹤0.01% | 788 |
|
|
2015
Q2 | $10K | Hold |
265
| – | – | ﹤0.01% | 789 |
|
|
2015
Q1 | $8K | Buy |
+265
| New | +$8K | ﹤0.01% | 814 |
|