LJAC
L.J. Altfest & Co’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
8,741
-7,737
| -47% | -$431K | 0.06% | 219 |
|
|
2025
Q1 | $873K | Sell |
16,478
-263,804
| -94% | -$14M | 0.11% | 131 |
|
|
2024
Q4 | $15.5M | Sell |
280,282
-1,913
| -0.7% | -$106K | 1.98% | 17 |
|
|
2024
Q3 | $14.9M | Buy |
282,195
+85,713
| +44% | +$4.53M | 1.99% | 14 |
|
|
2024
Q2 | $9.12M | Sell |
196,482
-1,853
| -0.9% | -$86K | 1.25% | 23 |
|
|
2024
Q1 | $9.34M | Sell |
198,335
-2,917
| -1% | -$137K | 1.32% | 22 |
|
|
2023
Q4 | $9.26M | Buy |
+201,252
| New | +$9.26M | 1.34% | 20 |
|
|
2018
Q4 | – | Sell |
-40,394
| Closed | -$1.88M | – | 170 |
|
|
2018
Q3 | $1.88M | Sell |
40,394
-330
| -0.8% | -$15.4K | 0.55% | 32 |
|
|
2018
Q2 | $1.92M | Sell |
40,724
-12,328
| -23% | -$582K | 0.72% | 27 |
|
|
2018
Q1 | $2.54M | Sell |
53,052
-83
| -0.2% | -$3.98K | 1.1% | 18 |
|
|
2017
Q4 | $2.52M | Sell |
53,135
-1,512
| -3% | -$71.6K | 0.96% | 19 |
|
|
2017
Q3 | $2.46M | Buy |
+54,647
| New | +$2.46M | 1.2% | 16 |
|