LWA
Lineweaver Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,284
| Closed | -$202K | – | 132 |
|
|
2024
Q1 | $202K | Sell |
4,284
-1,134
| -21% | -$53.4K | 0.05% | 121 |
|
|
2023
Q4 | $249K | Sell |
5,418
-13,565
| -71% | -$624K | 0.06% | 120 |
|
|
2023
Q3 | $699K | Sell |
18,983
-14,570
| -43% | -$537K | 0.2% | 78 |
|
|
2023
Q2 | $1.21M | Buy |
+33,553
| New | +$1.21M | 0.34% | 56 |
|