JP Morgan Private Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.7M | Sell |
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|
2023
Q1 | $1.9M | Buy |
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|
2022
Q4 | $2.06M | Sell |
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|
2022
Q3 | $2.42M | Sell |
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|
2022
Q2 | $2.51M | Sell |
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|
2022
Q1 | $3.35M | Buy |
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|
2021
Q4 | $3.23M | Buy |
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|
2021
Q3 | $2.62M | Buy |
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|
2021
Q2 | $2.41M | Buy |
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|
2021
Q1 | $2.24M | Sell |
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|
2020
Q4 | $1.88M | Sell |
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|
2020
Q3 | $1.36M | Buy |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $1.24M | Sell |
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|
2019
Q4 | $2.8M | Buy |
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|
2019
Q3 | $2.26M | Sell |
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|
2019
Q2 | $2.77M | Sell |
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|
2019
Q1 | $2.89M | Sell |
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|
2018
Q4 | $3.02M | Sell |
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|
2018
Q3 | $7.69M | Sell |
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|
2018
Q2 | $9.88M | Buy |
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|
2018
Q1 | $4.44M | Buy |
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|
2017
Q4 | $4.38M | Buy |
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|
2017
Q3 | $3.96M | Sell |
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|
2017
Q2 | $4.21M | Buy |
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|
2017
Q1 | $3.89M | Buy |
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|
2016
Q4 | $2.62M | Buy |
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|
2016
Q3 | $490K | Sell |
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|
2016
Q2 | $1.06M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $348K | Hold |
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|
2015
Q3 | $342K | Sell |
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|
2015
Q2 | $415K | Sell |
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|
2015
Q1 | $550K | Hold |
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|
2014
Q4 | $550K | Sell |
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|
2014
Q3 | $638K | Buy |
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