KCFA
Key Client Fiduciary Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-103,205
| Closed | -$4.66M | – | 169 |
|
|
2022
Q4 | $4.66M | Sell |
103,205
-1,959
| -2% | -$88.4K | 3.15% | 7 |
|
|
2022
Q3 | $4.66M | Buy |
105,164
+71
| +0.1% | +$3.15K | 4.21% | 4 |
|
|
2022
Q2 | $4.61M | Sell |
105,093
-2,440
| -2% | -$107K | 4.49% | 6 |
|
|
2022
Q1 | $5.63M | Sell |
107,533
-594
| -0.5% | -$31.1K | 4.45% | 4 |
|
|
2021
Q4 | $5.9M | Buy |
+108,127
| New | +$5.9M | 4.87% | 2 |
|