Legacy Capital Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-32,085
| Closed | -$1.16M | – | 284 |
|
|
2023
Q2 | $1.16M | Sell |
32,085
-52,554
| -62% | -$1.89M | 0.96% | 31 |
|
|
2023
Q1 | $3.14M | Sell |
84,639
-5,459
| -6% | -$202K | 0.86% | 27 |
|
|
2022
Q4 | $4.07M | Buy |
90,098
+21
| +0% | +$948 | 1.94% | 21 |
|
|
2022
Q3 | $3.99M | Sell |
90,077
-346
| -0.4% | -$15.3K | 2.12% | 20 |
|
|
2022
Q2 | $3.97M | Buy |
90,423
+896
| +1% | +$39.3K | 1.99% | 22 |
|
|
2022
Q1 | $4.69M | Buy |
+89,527
| New | +$4.69M | 2.01% | 21 |
|