IPW
IronBridge Private Wealth’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-350
| Closed | -$19K | – | 171 |
|
|
2021
Q4 | $19K | Hold |
350
| – | – | 0.01% | 134 |
|
|
2021
Q3 | $19K | Hold |
350
| – | – | 0.01% | 99 |
|
|
2021
Q2 | $18K | Hold |
350
| – | – | 0.01% | 103 |
|
|
2021
Q1 | $18K | Hold |
350
| – | – | 0.01% | 106 |
|
|
2020
Q4 | $15K | Buy |
+350
| New | +$15K | 0.01% | 111 |
|