Nelson Capital Management’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
Q1
Sell
-695
Closed -$26K 320
2018
Q4
$26K Hold
695
0.01% 172
2018
Q3
$32K Hold
695
0.01% 154
2018
Q2
$33K Hold
695
0.01% 144
2018
Q1
$33K Hold
695
0.01% 158
2017
Q4
$33K Hold
695
0.01% 164
2017
Q3
$31K Hold
695
0.01% 152
2017
Q2
$30K Hold
695
0.01% 154
2017
Q1
$30K Buy
+695
New +$30K 0.01% 157
2016
Q4
Sell
-695
Closed -$23K 258
2016
Q3
$23K Hold
695
0.01% 172
2016
Q2
$21K Hold
695
0.01% 171
2016
Q1
$21K Hold
695
0.01% 164
2015
Q4
$24K Hold
695
0.01% 153
2015
Q3
$23K Hold
695
0.01% 159
2015
Q2
$25K Hold
695
0.01% 168
2015
Q1
$23K Hold
695
0.01% 170
2014
Q4
$23K Hold
695
0.01% 174
2014
Q3
$22K Hold
695
0.01% 182
2014
Q2
$23K Buy
+695
New +$23K 0.01% 179