Loring Wolcott & Coolidge Fiduciary Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-600
| Closed | -$25K | – | 736 |
|
|
2019
Q1 | $25K | Hold |
600
| – | – | ﹤0.01% | 496 |
|
|
2018
Q4 | $22K | Hold |
600
| – | – | ﹤0.01% | 508 |
|
|
2018
Q3 | $28K | Hold |
600
| – | – | ﹤0.01% | 467 |
|
|
2018
Q2 | $28K | Hold |
600
| – | – | ﹤0.01% | 476 |
|
|
2018
Q1 | $29K | Hold |
600
| – | – | ﹤0.01% | 496 |
|
|
2017
Q4 | $28K | Buy |
+600
| New | +$28K | ﹤0.01% | 484 |
|