MWC
MBM Wealth Consultants’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-80
| Closed | -$3K | – | 197 |
|
|
2023
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 242 |
|
|
2022
Q4 | $4K | Sell |
80
-1,228
| -94% | -$61.4K | ﹤0.01% | 276 |
|
|
2022
Q3 | $59K | Sell |
1,308
-75
| -5% | -$3.38K | 0.03% | 147 |
|
|
2022
Q2 | $61K | Sell |
1,383
-125
| -8% | -$5.51K | 0.03% | 147 |
|
|
2022
Q1 | $79K | Sell |
1,508
-141
| -9% | -$7.39K | 0.03% | 144 |
|
|
2021
Q4 | $90K | Sell |
1,649
-423
| -20% | -$23.1K | 0.04% | 125 |
|
|
2021
Q3 | $110K | Sell |
2,072
-5,929
| -74% | -$315K | 0.05% | 126 |
|
|
2021
Q2 | $410K | Buy |
8,001
+514
| +7% | +$26.3K | 0.19% | 74 |
|
|
2021
Q1 | $388K | Sell |
7,487
-804
| -10% | -$41.7K | 0.2% | 71 |
|
|
2020
Q4 | $347K | Sell |
8,291
-514
| -6% | -$21.5K | 0.19% | 71 |
|
|
2020
Q3 | $259K | Buy |
8,805
+750
| +9% | +$22.1K | 0.17% | 70 |
|
|
2020
Q2 | $254K | Buy |
+8,055
| New | +$254K | 0.18% | 70 |
|