Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,534
| Closed | -$68K | – | 157 |
|
|
2022
Q3 | $68K | Hold |
1,534
| – | – | 0.02% | 116 |
|
|
2022
Q2 | $67K | Buy |
+1,534
| New | +$67K | 0.02% | 120 |
|
|
2021
Q4 | – | Sell |
-1,534
| Closed | -$81K | – | 156 |
|
|
2021
Q3 | $81K | Buy |
1,534
+31
| +2% | +$1.64K | 0.03% | 122 |
|
|
2021
Q2 | $77K | Hold |
1,503
| – | – | 0.02% | 143 |
|
|
2021
Q1 | $78K | Buy |
1,503
+363
| +32% | +$18.8K | 0.02% | 136 |
|
|
2020
Q4 | $48K | Hold |
1,140
| – | – | 0.01% | 148 |
|
|
2020
Q3 | $34K | Hold |
1,140
| – | – | 0.01% | 146 |
|
|
2020
Q2 | $36K | Buy |
+1,140
| New | +$36K | 0.01% | 133 |
|
|
2020
Q1 | – | Sell |
-74,018
| Closed | -$3.5M | – | 205 |
|
|
2019
Q4 | $3.5M | Sell |
74,018
-98
| -0.1% | -$4.63K | 1.26% | 18 |
|
|
2019
Q3 | $3.2M | Sell |
74,116
-498
| -0.7% | -$21.5K | 1.22% | 18 |
|
|
2019
Q2 | $3.28M | Sell |
74,614
-98
| -0.1% | -$4.31K | 1.34% | 16 |
|
|
2019
Q1 | $3.12M | Buy |
74,712
+2
| +0% | +$84 | 1.35% | 18 |
|
|
2018
Q4 | $2.79M | Buy |
+74,710
| New | +$2.79M | 1.39% | 17 |
|