Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,020
| Closed | -$231K | – | 205 |
|
|
2023
Q4 | $231K | Sell |
5,020
-984
| -16% | -$45.3K | 0.08% | 218 |
|
|
2023
Q3 | $221K | Hold |
6,004
| – | – | 0.07% | 246 |
|
|
2023
Q2 | $216K | Hold |
6,004
| – | – | 0.04% | 315 |
|
|
2023
Q1 | $223K | Hold |
6,004
| – | – | 0.05% | 313 |
|
|
2022
Q4 | $271K | Buy |
+6,004
| New | +$271K | 0.06% | 284 |
|
|
2022
Q3 | – | Sell |
-6,790
| Closed | -$298K | – | 349 |
|
|
2022
Q2 | $298K | Sell |
6,790
-353
| -5% | -$15.5K | 0.06% | 268 |
|
|
2022
Q1 | $374K | Buy |
7,143
+493
| +7% | +$25.8K | 0.06% | 265 |
|
|
2021
Q4 | $363K | Hold |
6,650
| – | – | 0.06% | 273 |
|
|
2021
Q3 | $352K | Sell |
6,650
-394
| -6% | -$20.9K | 0.09% | 177 |
|
|
2021
Q2 | $361K | Buy |
7,044
+1,101
| +19% | +$56.4K | 0.09% | 178 |
|
|
2021
Q1 | $308K | Buy |
5,943
+975
| +20% | +$50.5K | 0.11% | 163 |
|
|
2020
Q4 | $208K | Buy |
+4,968
| New | +$208K | 0.04% | 330 |
|