Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $67K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $81K | Buy |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $78K | Buy |
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|
2020
Q4 | $48K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $36K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.5M | Sell |
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|
2019
Q3 | $3.2M | Sell |
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|
2019
Q2 | $3.28M | Sell |
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|
2019
Q1 | $3.12M | Buy |
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|
2018
Q4 | $2.79M | Buy |
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